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OneDigital Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

OneDigital Investment Advisors’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
Q2 		$1.19M Sell
44,848
-9,365
-17% -$250K 0.01% 679
2026
Q1 		$1.44M Buy
54,213
+1,686
+3% +$45K 0.01% 567
2025
Q4 		$1.39M Sell
52,527
-591
-1% -$15.9K 0.01% 572
2025
Q3 		$1.43M Buy
53,118
+3,508
+7% +$93.9K 0.01% 537
2025
Q2 		$1.32M Sell
49,610
-7,170
-13% -$190K 0.01% 553
2025
Q1 		$1.53M Buy
56,780
+5,609
+11% +$147K 0.02% 473
2024
Q4 		$1.32M Sell
51,171
-1,311
-2% -$34.5K 0.02% 543
2024
Q3 		$1.41M Buy
52,482
+25,012
+91% +$661K 0.02% 551
2024
Q2 		$714K Buy
27,470
+2,998
+12% +$77.5K 0.01% 747
2024
Q1 		$638K Sell
24,472
-10,386
-30% -$269K 0.01% 654
2023
Q4 		$910K Sell
34,858
-7,364
-17% -$187K 0.02% 512
2023
Q3 		$1.07M Sell
42,222
-1,604
-4% -$41.3K 0.02% 405
2023
Q2 		$1.15M Sell
43,826
-6,474
-13% -$172K 0.03% 384
2023
Q1 		$1.35M Sell
50,300
-61,620
-55% -$1.62M 0.03% 342
2022
Q4 		$2.9M Buy
111,920
+103,866
+1,290% +$2.72M 0.08% 197
2022
Q3 		$209K Sell
8,054
-6,822
-46% -$190K 0.01% 699
2022
Q2 		$415K Sell
14,876
-752
-5% -$21.8K 0.02% 477
2022
Q1 		$474K Buy
15,628
+4,580
+41% +$140K 0.02% 454
2021
Q4 		$347K Sell
11,048
-2,664
-19% -$83.9K 0.01% 554
2021
Q3 		$429K Sell
13,712
-8,628
-39% -$272K 0.02% 466
2021
Q2 		$698K Sell
22,340
-3,294
-13% -$102K 0.03% 327
2021
Q1 		$784K Buy
25,634
+13,366
+109% +$412K 0.04% 292
2020
Q4 		$381K Sell
12,268
-25,480
-68% -$783K 0.02% 415
2020
Q3 		$1.16M Sell
37,748
-60,628
-62% -$1.86M 0.08% 183
2020
Q2 		$2.95M Buy
98,376
+14,040
+17% +$416K 0.21% 93
2020
Q1 		$2.42M Buy
84,336
+6,452
+8% +$185K 0.21% 101
2019
Q4 		$2.21M Buy
77,884
+382
+0.5% +$10.8K 0.17% 122
2019
Q3 		$2.2M Buy
77,502
+77,142
+21,428% +$2.19M 0.2% 107
2019
Q2 		$10K Buy
360
+190
+112% +$5.26K ﹤0.01% 940
2019
Q1 		$5K Buy
170
+20
+13% +$540 ﹤0.01% 991
2018
Q4 		$4K Buy
150
+114
+317% +$3.03K ﹤0.01% 981
2018
Q3 		$1K Buy
36
+6
+20% +$163 ﹤0.01% 1021
2018
Q2 		$1K Sell
30
-2
-6% -$55 ﹤0.01% 1300
2018
Q1 		$1K Hold
32
– – ﹤0.01% 1295
2017
Q4 		$1K Sell
32
-150
-82% -$4.15K ﹤0.01% 1212
2017
Q3 		$5K Sell
182
-7,290
-98% -$202K ﹤0.01% 892
2017
Q2 		$206K Buy
+7,472
New +$207K 0.06% 192

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

OneDigital Investment Advisors's SCHP Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 17% in Q2 2026, selling an estimated $250K and leaving 44,848 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #679.

OneDigital Investment Advisors first reported a position in SCHP in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.95M in Q2 2020. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • OneDigital Investment Advisors held 44,848 shares of Schwab US TIPS ETF worth $1.19M as of Q2 2026.
  • OneDigital Investment Advisors sold 9,365 Schwab US TIPS ETF shares in Q2 2026, an estimated $250K.
  • Schwab US TIPS ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #679 holding.
  • OneDigital Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's Schwab US TIPS ETF position peaked at $2.95M in Q2 2020.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.