UBS AM
SCHP icon

UBS AM’s Schwab US TIPS ETF SCHP Stock Holding History

UBS AM’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 		$4.48M Buy
168,216
+135,110
+408% +$3.6M ﹤0.01% 1612
2025
Q4 		$877K Buy
+33,106
New +$888K ﹤0.01% 2182
2022
Q4 		– Sell
-86,236
Closed -$2.23M – 2718
2022
Q3 		$2.23M Buy
+86,236
New +$2.4M ﹤0.01% 1546
2019
Q4 		– Sell
-1,656,516
Closed -$47M – 2774
2019
Q3 		$47M Buy
1,656,516
+28,916
+2% +$820K 0.03% 526
2019
Q2 		$45.8M Buy
1,627,600
+350,146
+27% +$9.69M 0.03% 554
2019
Q1 		$35.1M Buy
1,277,454
+110,840
+10% +$2.99M 0.03% 592
2018
Q4 		$31.1M Sell
1,166,614
-103,236
-8% -$2.75M 0.03% 599
2018
Q3 		$34.3M Buy
1,269,850
+280,326
+28% +$7.63M 0.03% 616
2018
Q2 		$27.2M Buy
989,524
+45,190
+5% +$1.23M 0.02% 693
2018
Q1 		$25.9M Buy
944,334
+20,184
+2% +$552K 0.02% 705
2017
Q4 		$25.6M Buy
924,150
+17,968
+2% +$497K 0.02% 685
2017
Q3 		$25M Buy
906,182
+39,592
+5% +$1.1M 0.02% 684
2017
Q2 		$23.9M Sell
866,590
-206,368
-19% -$5.72M 0.02% 682
2017
Q1 		$29.8M Sell
1,072,958
-106,932
-9% -$2.95M 0.03% 569
2016
Q4 		$32.4M Buy
+1,179,890
New +$32.9M 0.04% 508

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

UBS AM's SCHP Position: Q1 2026 in Review

UBS AM increased its Schwab US TIPS ETF (SCHP) stake by 408% in Q1 2026, buying an estimated $3.6M and bringing the position to 168,216 shares worth $4.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

UBS AM first reported a position in SCHP in Q4 2016 and has held it in 15 quarters since. The position peaked at $47M in Q3 2019. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • UBS AM held 168,216 shares of Schwab US TIPS ETF worth $4.48M as of Q1 2026.
  • UBS AM bought 135,110 Schwab US TIPS ETF shares in Q1 2026, an estimated $3.6M.
  • Schwab US TIPS ETF made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1612 holding.
  • UBS AM first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 15 quarters since.
  • UBS AM's Schwab US TIPS ETF position peaked at $47M in Q3 2019.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.