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West Family Investments’s Schwab US TIPS ETF SCHP Stock Holding History

West Family 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 		– Sell
-609,276
Closed -$17M – 486
2026
Q1 		$17M Buy
609,276
+68,542
+13% +$1.83M 5.96% 2
2025
Q4 		$15.1M Buy
540,734
+54,666
+11% +$1.47M 3.53% 5
2025
Q3 		$13.7M Buy
486,068
+6,281
+1% +$168K 3.06% 6
2025
Q2 		$13.4M Buy
479,787
+36,560
+8% +$967K 3.48% 6
2025
Q1 		$12.4M Buy
443,227
+16,305
+4% +$429K 4.68% 2
2024
Q4 		$11M Buy
426,922
+32,542
+8% +$855K 3.84% 3
2024
Q3 		$11.4M Hold
394,380
– – 3.87% 4
2024
Q2 		$10.8M Buy
394,380
+55,650
+16% +$1.44M 3.24% 2
2024
Q1 		$9.19M Hold
338,730
– – 2.85% 3
2023
Q4 		$9.19M Hold
338,730
– – 3.11% 4
2023
Q3 		$8.89M Buy
+338,730
New +$8.73M 3.1% 4
2023
Q2 		– Sell
-338,730
Closed -$9.43M – 261
2023
Q1 		$9.43M Hold
338,730
– – 3.74% 2
2022
Q4 		$9.11M Buy
+338,730
New +$8.86M 3.11% 3
2022
Q1 		– Sell
-339,606
Closed -$10.7M – 339
2021
Q4 		$10.7M Buy
339,606
+2,676
+0.8% +$84.3K 2.91% 3
2021
Q3 		$10.5M Buy
+336,930
New +$10.6M 2.74% 4

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

West Family Investments's SCHP Position: Q2 2026 in Review

West Family Investments sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 609,276 shares — an estimated $17M sold.

West Family Investments first reported a position in SCHP in Q3 2021 and held it in 15 quarters. The position peaked at $17M in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • West Family Investments reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • West Family Investments sold 609,276 Schwab US TIPS ETF shares in Q2 2026, an estimated $17M.
  • West Family Investments first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 15 quarters.
  • West Family Investments's Schwab US TIPS ETF position peaked at $17M in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.