Vestmark Advisory Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Vestmark Advisory Solutions’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	$8M	Sell	302,005 -112,866	-27%	-$3.01M	0.08%	281
2026 Q1	$11M	Buy	414,871 +313,770	+310%	+$8.37M	0.12%	181
2025 Q4	$2.68M	Sell	101,101 -28,794	-22%	-$772K	0.04%	492
2025 Q3	$3.5M	Sell	129,895 -153,715	-54%	-$4.11M	0.07%	285
2025 Q2	$7.57M	Buy	283,610 +173,978	+159%	+$4.6M	0.11%	144
2025 Q1	$2.95M	Sell	109,632 -6,006	-5%	-$158K	0.08%	279
2024 Q4	$2.99M	Buy	115,638 +2,850	+3%	+$74.9K	0.1%	204
2024 Q3	$3.02M	Buy	112,788 +14,622	+15%	+$386K	0.11%	193
2024 Q2	$2.55M	Buy	98,166 +22,634	+30%	+$585K	0.11%	206
2024 Q1	$1.97M	Buy	75,532 +14,302	+23%	+$371K	0.08%	242
2023 Q4	$1.6M	Buy	61,230 +40,936	+202%	+$1.04M	0.08%	246
2023 Q3	$512K	Buy	+20,294	New	+$523K	0.04%	292

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Vestmark Advisory Solutions's SCHP Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Schwab US TIPS ETF (SCHP) stake by 27% in Q2 2026, selling an estimated $3.01M and leaving 302,005 shares worth $8M. The position accounts for 0.08% of the portfolio, ranked #281.

Vestmark Advisory Solutions first reported a position in SCHP in Q3 2023 and has held it in 12 quarters since. The position peaked at $11M in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Vestmark Advisory Solutions held 302,005 shares of Schwab US TIPS ETF worth $8M as of Q2 2026.
Vestmark Advisory Solutions sold 112,866 Schwab US TIPS ETF shares in Q2 2026, an estimated $3.01M.
Schwab US TIPS ETF made up 0.08% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #281 holding.
Vestmark Advisory Solutions first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 12 quarters since.
Vestmark Advisory Solutions's Schwab US TIPS ETF position peaked at $11M in Q1 2026.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.