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

AE 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 		$3.81M Sell
143,731
-77,179
-35% -$2.06M 0.02% 500
2026
Q1 		$5.88M Buy
220,910
+170,150
+335% +$4.54M 0.03% 378
2025
Q4 		$1.34M Buy
50,760
+1,595
+3% +$42.8K 0.01% 721
2025
Q3 		$1.33M Buy
49,165
+5,035
+11% +$135K 0.01% 680
2025
Q2 		$1.18M Buy
44,130
+2,770
+7% +$73.3K 0.01% 683
2025
Q1 		$1.11M Sell
41,360
-97,789
-70% -$2.57M 0.01% 677
2024
Q4 		$3.59M Buy
139,149
+59,885
+76% +$1.57M 0.03% 403
2024
Q3 		$2.13M Buy
79,264
+3,010
+4% +$79.5K 0.02% 514
2024
Q2 		$1.98M Sell
76,254
-24,436
-24% -$632K 0.02% 523
2024
Q1 		$2.63M Sell
100,690
-399,902
-80% -$10.4M 0.03% 433
2023
Q4 		$13M Sell
500,592
-7,164
-1% -$182K 0.07% 338
2023
Q3 		$12.8M Buy
507,756
+113,654
+29% +$2.93M 0.08% 318
2023
Q2 		$10.3M Buy
394,102
+52,290
+15% +$1.39M 0.06% 362
2023
Q1 		$9.16M Sell
341,812
-498,838
-59% -$13.1M 0.06% 362
2022
Q4 		$21.8M Sell
840,650
-106,390
-11% -$2.78M 0.16% 158
2022
Q3 		$24.5M Buy
947,040
+222,260
+31% +$6.18M 0.19% 112
2022
Q2 		$20.2M Sell
724,780
-9,032
-1% -$262K 0.16% 154
2022
Q1 		$22.3M Sell
733,812
-1,178,246
-62% -$36.1M 0.15% 147
2021
Q4 		$60.1M Buy
1,912,058
+266,616
+16% +$8.4M 0.42% 52
2021
Q3 		$51.5M Buy
1,645,442
+1,463,524
+804% +$46.2M 0.42% 49
2021
Q2 		$5.69M Buy
181,918
+78,146
+75% +$2.42M 0.05% 331
2021
Q1 		$3.17M Sell
103,772
-430,268
-81% -$13.3M 0.03% 437
2020
Q4 		$16.6M Sell
534,040
-156,620
-23% -$4.81M 0.19% 126
2020
Q3 		$21.3M Buy
690,660
+49,452
+8% +$1.51M 0.3% 72
2020
Q2 		$19.2M Buy
641,208
+384,920
+150% +$11.4M 0.3% 80
2020
Q1 		$7.37M Sell
256,288
-163,882
-39% -$4.69M 0.17% 117
2019
Q4 		$11.9M Buy
420,170
+140,246
+50% +$3.97M 0.26% 80
2019
Q3 		$7.94M Buy
279,924
+248,796
+799% +$7.05M 0.23% 82
2019
Q2 		$876K Buy
+31,128
New +$862K 0.03% 440
2017
Q4 		– Sell
-70,404
Closed -$1.95M – 458
2017
Q3 		$1.95M Buy
70,404
+20,724
+42% +$574K 0.18% 85
2017
Q2 		$1.37M Buy
+49,680
New +$1.38M 0.16% 112

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

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

AE Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 35% in Q2 2026, selling an estimated $2.06M and leaving 143,731 shares worth $3.81M. The position accounts for 0.02% of the portfolio, ranked #500.

AE Wealth Management first reported a position in SCHP in Q2 2017 and has held it in 31 quarters since. The position peaked at $60.1M in Q4 2021. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • AE Wealth Management held 143,731 shares of Schwab US TIPS ETF worth $3.81M as of Q2 2026.
  • AE Wealth Management sold 77,179 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.06M.
  • Schwab US TIPS ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #500 holding.
  • AE Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2017 and has held it in 31 quarters since.
  • AE Wealth Management's Schwab US TIPS ETF position peaked at $60.1M in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.