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Summit Global Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Summit Global Investments’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 		$9.26M Buy
349,362
+27,064
+8% +$722K 0.51% 22
2026
Q1 		$8.58M Buy
322,298
+306,077
+1,887% +$8.17M 0.51% 24
2025
Q4 		$430K Sell
16,221
-275
-2% -$7.38K 0.03% 355
2025
Q3 		$445K Sell
16,496
-90
-0.5% -$2.41K 0.03% 320
2025
Q2 		$443K Buy
16,586
+296
+2% +$7.83K 0.03% 321
2025
Q1 		$438K Sell
16,290
-43
-0.3% -$1.13K 0.03% 311
2024
Q4 		$422K Sell
16,333
-377
-2% -$9.91K 0.03% 391
2024
Q3 		$448K Buy
16,710
+306
+2% +$8.08K 0.03% 376
2024
Q2 		$427K Sell
16,404
-4,750
-22% -$123K 0.03% 372
2024
Q1 		$552K Buy
21,154
+5,086
+32% +$132K 0.04% 314
2023
Q4 		$419K Sell
16,068
-558
-3% -$14.2K 0.03% 364
2023
Q3 		$420K Buy
16,626
+482
+3% +$12.4K 0.03% 367
2023
Q2 		$423K Buy
16,144
+2
+0% +$53 0.03% 372
2023
Q1 		$433K Hold
16,142
– – 0.03% 372
2022
Q4 		$418K Buy
16,142
+4
+0% +$105 0.04% 354
2022
Q3 		$418K Sell
16,138
-42
-0.3% -$1.17K 0.04% 345
2022
Q2 		$451K Sell
16,180
-200
-1% -$5.8K 0.04% 333
2022
Q1 		$497K Hold
16,380
– – 0.04% 332
2021
Q4 		$515K Hold
16,380
– – 0.03% 351
2021
Q3 		$513K Hold
16,380
– – 0.04% 303
2021
Q2 		$512K Sell
16,380
-156
-0.9% -$4.84K 0.03% 355
2021
Q1 		$506K Buy
+16,536
New +$509K 0.03% 350
2019
Q2 		– Sell
-83,312
Closed -$2.29M – 305
2019
Q1 		$2.29M Buy
+83,312
New +$2.25M 0.29% 88
2017
Q1 		– Sell
-56,128
Closed -$1.54M – 237
2016
Q4 		$1.54M Buy
+56,128
New +$1.57M 0.56% 57

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

Summit Global Investments's SCHP Position: Q2 2026 in Review

Summit Global Investments increased its Schwab US TIPS ETF (SCHP) stake by 8.4% in Q2 2026, buying an estimated $722K and bringing the position to 349,362 shares worth $9.26M. The position accounts for 0.51% of the portfolio, ranked #22.

Summit Global Investments first reported a position in SCHP in Q4 2016 and has held it in 24 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Summit Global Investments held 349,362 shares of Schwab US TIPS ETF worth $9.26M as of Q2 2026.
  • Summit Global Investments bought 27,064 Schwab US TIPS ETF shares in Q2 2026, an estimated $722K.
  • Schwab US TIPS ETF made up 0.51% of Summit Global Investments's portfolio in Q2 2026, its #22 holding.
  • Summit Global Investments first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 24 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.