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
Q2 		$3.11M Sell
117,238
-50,978
-30% -$1.36M ﹤0.01% 1863
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 $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

UBS AM's SCHP Position: Q2 2026 in Review

UBS AM reduced its Schwab US TIPS ETF (SCHP) stake by 30% in Q2 2026, selling an estimated $1.36M and leaving 117,238 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

UBS AM first reported a position in SCHP in Q4 2016 and has held it in 16 quarters since. The position peaked at $47M in Q3 2019. 785 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • UBS AM held 117,238 shares of Schwab US TIPS ETF worth $3.11M as of Q2 2026.
  • UBS AM sold 50,978 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.36M.
  • Schwab US TIPS ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1863 holding.
  • UBS AM first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 16 quarters since.
  • UBS AM's Schwab US TIPS ETF position peaked at $47M in Q3 2019.
  • 785 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.