AE Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
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 | -$1.94M | – | 458 |
|
|
2017
Q3 | $1.94M | 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
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. 791 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.
- 791 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.