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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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. 127 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.
127 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.