Accurate Wealth Management
SCHP icon

Accurate Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Accurate Wealth Management’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
-7,917
Closed -$212K – 605
2026
Q1 		$212K Buy
7,917
+242
+3% +$6.46K 0.03% 506
2025
Q4 		$204K Sell
7,675
-1,008
-12% -$27K 0.03% 493
2025
Q3 		$235K Buy
+8,683
New +$232K 0.03% 447
2023
Q3 		– Sell
-10,114
Closed -$264K – 294
2023
Q2 		$264K Buy
+10,114
New +$268K 0.08% 216

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 $52.7B AUM 16.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Accurate Wealth Management's SCHP Position: Q2 2026 in Review

Accurate Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 7,917 shares — an estimated $212K sold.

Accurate Wealth Management first reported a position in SCHP in Q2 2023 and held it in 4 quarters. The position peaked at $264K in Q2 2023. 797 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Accurate Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 7,917 Schwab US TIPS ETF shares in Q2 2026, an estimated $212K.
  • Accurate Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 4 quarters.
  • Accurate Wealth Management's Schwab US TIPS ETF position peaked at $264K in Q2 2023.
  • 797 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.