OneAscent Financial Services
SCHP icon

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
Q3 		$7.79M Sell
309,842
-89,879
-22% -$2.33M 0.48% 32
2026
Q2 		$10.6M Buy
399,721
+25,333
+7% +$676K 0.51% 34
2026
Q1 		$10M Buy
374,388
+119,797
+47% +$3.2M 0.54% 34
2025
Q4 		$6.74M Sell
254,591
-59,753
-19% -$1.6M 0.62% 26
2025
Q3 		$8.47M Buy
314,344
+156,435
+99% +$4.19M 0.56% 33
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
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

OneAscent Financial Services's SCHP Position: Q3 2026 in Review

OneAscent Financial Services reduced its Schwab US TIPS ETF (SCHP) stake by 22% in Q3 2026, selling an estimated $2.33M and leaving 309,842 shares worth $7.79M. The position accounts for 0.48% of the portfolio, ranked #32.

OneAscent Financial Services first reported a position in SCHP in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q2 2026. 692 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • OneAscent Financial Services held 309,842 shares of Schwab US TIPS ETF worth $7.79M as of Q3 2026.
  • OneAscent Financial Services sold 89,879 Schwab US TIPS ETF shares in Q3 2026, an estimated $2.33M.
  • Schwab US TIPS ETF made up 0.48% of OneAscent Financial Services's portfolio in Q3 2026, its #32 holding.
  • OneAscent Financial Services first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 11 quarters since.
  • OneAscent Financial Services's Schwab US TIPS ETF position peaked at $10.6M in Q2 2026.
  • 692 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.