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

Stephens Group 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 		$39.8M Buy
1,500,238
+71,449
+5% +$1.91M 2.25% 14
2026
Q1 		$38M Sell
1,428,789
-288,489
-17% -$7.7M 2.42% 14
2025
Q4 		$45.5M Buy
1,717,278
+12,233
+0.7% +$328K 3.04% 13
2025
Q3 		$46M Buy
1,705,045
+139,191
+9% +$3.73M 3.1% 13
2025
Q2 		$41.8M Sell
1,565,854
-195,528
-11% -$5.17M 3.01% 14
2025
Q1 		$47.4M Buy
1,761,382
+64,623
+4% +$1.7M 3.82% 12
2024
Q4 		$43.8M Buy
1,696,759
+48,263
+3% +$1.27M 3.65% 12
2024
Q3 		$44.2M Buy
1,648,496
+151,792
+10% +$4.01M 3.69% 12
2024
Q2 		$38.9M Buy
1,496,704
+2,568
+0.2% +$66.4K 3.55% 12
2024
Q1 		$39M Buy
1,494,136
+16,078
+1% +$417K 3.56% 12
2023
Q4 		$38.6M Buy
1,478,058
+3,916
+0.3% +$99.6K 3.76% 12
2023
Q3 		$37.2M Buy
1,474,142
+522,086
+55% +$13.5M 4.01% 13
2023
Q2 		$25M Sell
952,056
-34,664
-4% -$919K 2.45% 15
2023
Q1 		$26.4M Buy
986,720
+108,208
+12% +$2.85M 2.86% 14
2022
Q4 		$22.7M Sell
878,512
-10,668
-1% -$279K 2.59% 14
2022
Q3 		$23M Buy
889,180
+36,034
+4% +$1M 2.75% 14
2022
Q2 		$24M Sell
853,146
-20,124
-2% -$584K 2.77% 14
2022
Q1 		$26.5M Buy
873,270
+8,644
+1% +$265K 2.66% 14
2021
Q4 		$27.2M Buy
+864,626
New +$27.2M 2.61% 14

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

Stephens Group Asset Management's SCHP Position: Q2 2026 in Review

Stephens Group Asset Management increased its Schwab US TIPS ETF (SCHP) stake by 5% in Q2 2026, buying an estimated $1.91M and bringing the position to 1,500,238 shares worth $39.8M. The position accounts for 2.25% of the portfolio, ranked #14.

Stephens Group Asset Management first reported a position in SCHP in Q4 2021 and has held it in 19 quarters since. The position peaked at $47.4M in Q1 2025. 785 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Stephens Group Asset Management held 1,500,238 shares of Schwab US TIPS ETF worth $39.8M as of Q2 2026.
  • Stephens Group Asset Management bought 71,449 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.91M.
  • Schwab US TIPS ETF made up 2.25% of Stephens Group Asset Management's portfolio in Q2 2026, its #14 holding.
  • Stephens Group Asset Management first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 19 quarters since.
  • Stephens Group Asset Management's Schwab US TIPS ETF position peaked at $47.4M in Q1 2025.
  • 785 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Stephens Group Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.