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Sumitomo Life Insurance’s Schwab US TIPS ETF SCHP Stock Holding History

Sumitomo Life Insurance’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
Q1 		$24.9M Sell
934,900
-315,100
-25% -$8.41M 0.58% 20
2025
Q4 		$33.1M Buy
1,250,000
+387,300
+45% +$10.4M 0.91% 19
2025
Q3 		$23.2M Buy
862,700
+684,600
+384% +$18.3M 0.72% 24
2025
Q2 		$4.75M Sell
178,100
-886,800
-83% -$23.5M 0.32% 54
2025
Q1 		$28.6M Buy
1,064,900
+497,400
+88% +$13.1M 1.02% 12
2024
Q4 		$14.7M Buy
567,500
+417,900
+279% +$11M 0.28% 28
2024
Q3 		$4.01M Sell
149,600
-1,249,200
-89% -$33M 0.08% 67
2024
Q2 		$36.2M Buy
1,398,800
+483,200
+53% +$12.5M 0.84% 14
2024
Q1 		$23.7M Buy
915,600
+284,000
+45% +$7.37M 0.62% 17
2023
Q4 		$16.5M Sell
631,600
-626,200
-50% -$15.9M 0.51% 17
2023
Q3 		$32.6M Buy
1,257,800
+947,600
+305% +$24.4M 0.92% 11
2023
Q2 		$8.25M Buy
+310,200
New +$8.22M 0.36% 20

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sumitomo Life Insurance's SCHP Position: Q1 2026 in Review

Sumitomo Life Insurance reduced its Schwab US TIPS ETF (SCHP) stake by 25% in Q1 2026, selling an estimated $8.41M and leaving 934,900 shares worth $24.9M. The position accounts for 0.58% of the portfolio, ranked #20.

Sumitomo Life Insurance first reported a position in SCHP in Q2 2023 and has held it in 12 quarters since. The position peaked at $36.2M in Q2 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Sumitomo Life Insurance held 934,900 shares of Schwab US TIPS ETF worth $24.9M as of Q1 2026.
  • Sumitomo Life Insurance sold 315,100 Schwab US TIPS ETF shares in Q1 2026, an estimated $8.41M.
  • Schwab US TIPS ETF made up 0.58% of Sumitomo Life Insurance's portfolio in Q1 2026, its #20 holding.
  • Sumitomo Life Insurance first reported a position in Schwab US TIPS ETF in Q2 2023 and has held it in 12 quarters since.
  • Sumitomo Life Insurance's Schwab US TIPS ETF position peaked at $36.2M in Q2 2024.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.