Orion Portfolio Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$962K	Sell	35,758 -6,738	-16%	-$177K	0.01%	1105
2024 Q4	$1.1M	Buy	42,496 +5,286	+14%	+$139K	0.01%	1004
2024 Q3	$998K	Buy	37,210 +7,860	+27%	+$208K	0.01%	1035
2024 Q2	$763K	Buy	+29,350	New	+$759K	0.01%	1104
2022 Q3	–	Sell	-57,958	Closed	-$1.62M	–	749
2022 Q2	$1.62M	Sell	57,958 -1,254	-2%	-$36.4K	0.06%	185
2022 Q1	$1.8M	Buy	59,212 +19,646	+50%	+$603K	0.06%	186
2021 Q4	$1.24M	Buy	+39,566	New	+$1.25M	0.04%	234
2020 Q4	–	Sell	-8,556	Closed	-$264K	–	506
2020 Q3	$264K	Buy	8,556 +7,374	+624%	+$226K	0.01%	371
2020 Q2	$35K	Buy	1,182 +284	+32%	+$8.41K	﹤0.01%	789
2020 Q1	$26K	Sell	898 -1,164	-56%	-$33.3K	﹤0.01%	766
2019 Q4	$58K	Buy	+2,062	New	+$58.4K	﹤0.01%	530

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Orion Portfolio Solutions's SCHP Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Schwab US TIPS ETF (SCHP) stake by 16% in Q1 2025, selling an estimated $177K and leaving 35,758 shares worth $962K. The position accounts for 0.01% of the portfolio, ranked #1105.

Orion Portfolio Solutions first reported a position in SCHP in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.8M in Q1 2022. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

Orion Portfolio Solutions held 35,758 shares of Schwab US TIPS ETF worth $962K as of Q1 2025.
Orion Portfolio Solutions sold 6,738 Schwab US TIPS ETF shares in Q1 2025, an estimated $177K.
Schwab US TIPS ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1105 holding.
Orion Portfolio Solutions first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Schwab US TIPS ETF position peaked at $1.8M in Q1 2022.
661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.