Sherman Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Sherman 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	$949K	Sell	35,803 -25,018	-41%	-$668K	0.74%	25
2026 Q1	$1.62M	Buy	60,821 +6,152	+11%	+$164K	1.49%	15
2025 Q4	$1.45M	Buy	54,669 +4,689	+9%	+$126K	1.23%	18
2025 Q3	$1.35M	Sell	49,980 -370	-0.7%	-$9.9K	1.16%	18
2025 Q2	$1.34M	Buy	50,350 +336	+0.7%	+$8.89K	1.19%	18
2025 Q1	$1.34M	Buy	50,014 +4,350	+10%	+$114K	1.28%	18
2024 Q4	$1.18M	Buy	+45,664	New	+$1.2M	1.08%	19

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Sherman Asset Management's SCHP Position: Q2 2026 in Review

Sherman Asset Management reduced its Schwab US TIPS ETF (SCHP) stake by 41% in Q2 2026, selling an estimated $668K and leaving 35,803 shares worth $949K. The position accounts for 0.74% of the portfolio, ranked #25.

Sherman Asset Management first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2026. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Sherman Asset Management held 35,803 shares of Schwab US TIPS ETF worth $949K as of Q2 2026.
Sherman Asset Management sold 25,018 Schwab US TIPS ETF shares in Q2 2026, an estimated $668K.
Schwab US TIPS ETF made up 0.74% of Sherman Asset Management's portfolio in Q2 2026, its #25 holding.
Sherman Asset Management first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's Schwab US TIPS ETF position peaked at $1.62M in Q1 2026.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.