Arete Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Arete Wealth Advisors’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	$735K	Sell	27,744 -545	-2%	-$14.5K	0.05%	254
2026 Q1	$753K	Sell	28,289 -1,508	-5%	-$40.2K	0.06%	239
2025 Q4	$789K	Sell	29,797 -1,618	-5%	-$43.4K	0.05%	262
2025 Q3	$845K	Buy	31,415 +5,730	+22%	+$153K	0.05%	316
2025 Q2	$685K	Sell	25,685 -3,676	-13%	-$97.3K	0.05%	327
2025 Q1	$790K	Buy	+29,361	New	+$772K	0.06%	285
2022 Q2	–	Sell	-43,504	Closed	-$1.32M	–	549
2022 Q1	$1.32M	Buy	43,504 +5,830	+15%	+$179K	0.11%	151
2021 Q4	$1.18M	Buy	+37,674	New	+$1.19M	0.1%	169

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Arete Wealth Advisors's SCHP Position: Q2 2026 in Review

Arete Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 1.9% in Q2 2026, selling an estimated $14.5K and leaving 27,744 shares worth $735K. The position accounts for 0.05% of the portfolio, ranked #254.

Arete Wealth Advisors first reported a position in SCHP in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.32M in Q1 2022. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Arete Wealth Advisors held 27,744 shares of Schwab US TIPS ETF worth $735K as of Q2 2026.
Arete Wealth Advisors sold 545 Schwab US TIPS ETF shares in Q2 2026, an estimated $14.5K.
Schwab US TIPS ETF made up 0.05% of Arete Wealth Advisors's portfolio in Q2 2026, its #254 holding.
Arete Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 8 quarters since.
Arete Wealth Advisors's Schwab US TIPS ETF position peaked at $1.32M in Q1 2022.
788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.