OneAscent Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

OneAscent Financial Services’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.96M	Buy	374,388 +119,797	+47%	+$3.2M	0.54%	34
2025 Q4	$6.74M	Buy	254,591 +51,282	+25%	+$1.38M	0.62%	26
2025 Q3	$5.48M	Buy	203,309 +45,400	+29%	+$1.21M	0.67%	25
2025 Q2	$4.21M	Sell	157,909 -139,271	-47%	-$3.68M	0.3%	63
2025 Q1	$7.99M	Buy	297,180 +152,361	+105%	+$4.01M	0.52%	43
2024 Q4	$3.74M	Buy	+144,819	New	+$3.81M	0.32%	55
2024 Q2	–	Sell	-140,846	Closed	-$3.67M	–	362
2024 Q1	$3.67M	Buy	140,846 +20,476	+17%	+$531K	0.41%	44
2023 Q4	$3.14M	Buy	120,370 +101,298	+531%	+$2.58M	0.39%	43
2023 Q3	$481K	Buy	+19,072	New	+$492K	0.13%	124

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

OneAscent Financial Services's SCHP Position: Q1 2026 in Review

OneAscent Financial Services increased its Schwab US TIPS ETF (SCHP) stake by 47% in Q1 2026, buying an estimated $3.2M and bringing the position to 374,388 shares worth $9.96M. The position accounts for 0.54% of the portfolio, ranked #34.

OneAscent Financial Services first reported a position in SCHP in Q3 2023 and has held it in 9 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

OneAscent Financial Services held 374,388 shares of Schwab US TIPS ETF worth $9.96M as of Q1 2026.
OneAscent Financial Services bought 119,797 Schwab US TIPS ETF shares in Q1 2026, an estimated $3.2M.
Schwab US TIPS ETF made up 0.54% of OneAscent Financial Services's portfolio in Q1 2026, its #34 holding.
OneAscent Financial Services first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 9 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.