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O'Shaughnessy Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

O'Shaughnessy Asset Management’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 		$30.7K Buy
1,159
+968
+507% +$25.8K ﹤0.01% 2322
2026
Q1 		$5.08K Sell
191
-187
-49% -$4.99K ﹤0.01% 2500
2025
Q4 		$10K Buy
378
+47
+14% +$1.26K ﹤0.01% 2408
2025
Q3 		$8.92K Buy
331
+202
+157% +$5.41K ﹤0.01% 2357
2025
Q2 		$3.44K Hold
129
– – ﹤0.01% 2260
2025
Q1 		$3.47K Buy
+129
New +$3.39K ﹤0.01% 2197
2024
Q4 		– Sell
-16
Closed -$212 – 2282
2024
Q3 		$212 Sell
16
-482
-97% -$12.7K ﹤0.01% 2093
2024
Q2 		$12.9K Sell
498
-13,470
-96% -$348K ﹤0.01% 1828
2024
Q1 		$364K Buy
13,968
+13,964
+349,100% +$362K ﹤0.01% 1231
2023
Q4 		$104 Buy
4
+2
+100% +$51 ﹤0.01% 1718
2023
Q3 		$50 Buy
+2
New +$52 ﹤0.01% 1609
2023
Q1 		– Sell
-14
Closed -$363 – 1529
2022
Q4 		$363 Sell
14
-210
-94% -$5.49K ﹤0.01% 1376
2022
Q3 		$6K Hold
224
– – ﹤0.01% 1309
2022
Q2 		$6K Sell
224
-8
-3% -$232 ﹤0.01% 1229
2022
Q1 		$7K Buy
232
+224
+2,800% +$6.87K ﹤0.01% 1241
2021
Q4 		$0 Sell
8
-12
-60% -$378 ﹤0.01% 2257
2021
Q3 		$1K Sell
20
-10
-33% -$316 ﹤0.01% 2631
2021
Q2 		$1K Buy
+30
New +$930 ﹤0.01% 2488
2020
Q3 		– Sell
-38
Closed -$1K – 1987
2020
Q2 		$1K Hold
38
– – ﹤0.01% 1652
2020
Q1 		$1K Buy
+38
New +$1.09K ﹤0.01% 1239

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

O'Shaughnessy Asset Management's SCHP Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Schwab US TIPS ETF (SCHP) stake by 507% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,159 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

O'Shaughnessy Asset Management first reported a position in SCHP in Q1 2020 and has held it in 20 quarters since. The position peaked at $364K in Q1 2024. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • O'Shaughnessy Asset Management held 1,159 shares of Schwab US TIPS ETF worth $30.7K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 968 Schwab US TIPS ETF shares in Q2 2026, an estimated $25.8K.
  • Schwab US TIPS ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2322 holding.
  • O'Shaughnessy Asset Management first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 20 quarters since.
  • O'Shaughnessy Asset Management's Schwab US TIPS ETF position peaked at $364K in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.