Osaic Holdings
SCHP icon

Osaic Holdings’s Schwab US TIPS ETF SCHP Stock Holding History

Osaic Holdings’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 		$14M Buy
528,943
+102,988
+24% +$2.75M 0.02% 835
2026
Q1 		$11.3M Sell
425,955
-7,885
-2% -$210K 0.02% 835
2025
Q4 		$11.5M Sell
433,840
-81,858
-16% -$2.2M 0.02% 853
2025
Q3 		$13.9M Buy
515,698
+108,680
+27% +$2.91M 0.02% 814
2025
Q2 		$10.9M Buy
407,018
+59,134
+17% +$1.56M 0.02% 783
2025
Q1 		$9.36M Buy
347,884
+195,075
+128% +$5.13M 0.02% 716
2024
Q4 		$3.95M Buy
152,809
+3,971
+3% +$104K 0.01% 1172
2024
Q3 		$3.99M Sell
148,838
-57,332
-28% -$1.51M 0.01% 1189
2024
Q2 		$5.36M Sell
206,170
-114,930
-36% -$2.97M 0.01% 964
2024
Q1 		$8.38M Sell
321,100
-335,698
-51% -$8.71M 0.02% 769
2023
Q4 		$17.2M Sell
656,798
-113,036
-15% -$2.88M 0.03% 531
2023
Q3 		$19.4M Sell
769,834
-136,274
-15% -$3.51M 0.03% 547
2023
Q2 		$23.7M Sell
906,108
-128,378
-12% -$3.4M 0.04% 403
2023
Q1 		$27.7M Sell
1,034,486
-397,356
-28% -$10.5M 0.05% 350
2022
Q4 		$37.1M Buy
1,431,842
+1,398
+0.1% +$36.6K 0.08% 249
2022
Q3 		$37.1M Sell
1,430,444
-254,086
-15% -$7.06M 0.08% 221
2022
Q2 		$47.1M Sell
1,684,530
-191,446
-10% -$5.56M 0.1% 194
2022
Q1 		$52.6M Buy
1,875,976
+171,336
+10% +$5.25M 0.1% 194
2021
Q4 		$53.6M Buy
1,704,640
+487,278
+40% +$15.3M 0.1% 201
2021
Q3 		$38.1M Buy
1,217,362
+8,476
+0.7% +$267K 0.08% 245
2021
Q2 		$37.8M Buy
1,208,886
+287,394
+31% +$8.91M 0.08% 248
2021
Q1 		$28.2M Buy
921,492
+333,520
+57% +$10.3M 0.07% 278
2020
Q4 		$18.3M Buy
587,972
+44,816
+8% +$1.38M 0.05% 336
2020
Q3 		$16.8M Buy
543,156
+191,176
+54% +$5.85M 0.05% 325
2020
Q2 		$10.6M Buy
351,980
+70,566
+25% +$2.09M 0.04% 422
2020
Q1 		$8.11M Buy
+281,414
New +$8.06M 0.03% 431

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

Osaic Holdings's SCHP Position: Q2 2026 in Review

Osaic Holdings increased its Schwab US TIPS ETF (SCHP) stake by 24% in Q2 2026, buying an estimated $2.75M and bringing the position to 528,943 shares worth $14M. The position accounts for 0.02% of the portfolio, ranked #835.

Osaic Holdings first reported a position in SCHP in Q1 2020 and has held it in 26 quarters since. The position peaked at $53.6M in Q4 2021. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Osaic Holdings held 528,943 shares of Schwab US TIPS ETF worth $14M as of Q2 2026.
  • Osaic Holdings bought 102,988 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.75M.
  • Schwab US TIPS ETF made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #835 holding.
  • Osaic Holdings first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Schwab US TIPS ETF position peaked at $53.6M in Q4 2021.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.