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Bogart Wealth LLC’s Schwab US TIPS ETF SCHP Stock Holding History

Bogart Wealth LLC’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 		$104K Hold
3,935
– – ﹤0.01% 375
2026
Q1 		$105K Sell
3,935
-1,925
-33% -$51.4K ﹤0.01% 354
2025
Q4 		$155K Buy
5,860
+4,908
+516% +$132K 0.01% 277
2025
Q3 		$25.7K Sell
952
-459
-33% -$12.3K ﹤0.01% 603
2025
Q2 		$37.6K Buy
1,411
+551
+64% +$14.6K ﹤0.01% 501
2025
Q1 		$23.1K Hold
860
– – ﹤0.01% 557
2024
Q4 		$22.2K Sell
860
-118
-12% -$3.1K ﹤0.01% 562
2024
Q3 		$26.2K Buy
978
+2
+0.2% +$53 ﹤0.01% 509
2024
Q2 		$25.4K Hold
976
– – ﹤0.01% 504
2024
Q1 		$25.4K Hold
976
– – ﹤0.01% 475
2023
Q4 		$25.4K Buy
976
+2
+0.2% +$51 ﹤0.01% 465
2023
Q3 		$24.6K Buy
974
+2
+0.2% +$52 ﹤0.01% 446
2023
Q2 		$25.5K Hold
972
– – ﹤0.01% 425
2023
Q1 		$26K Buy
972
+52
+6% +$1.37K ﹤0.01% 417
2022
Q4 		$23.8K Buy
920
+2
+0.2% +$52 ﹤0.01% 408
2022
Q3 		$24K Buy
918
+4
+0.4% +$111 ﹤0.01% 406
2022
Q2 		$25K Buy
914
+804
+731% +$23.3K ﹤0.01% 387
2022
Q1 		$3K Buy
110
+2
+2% +$61 ﹤0.01% 640
2021
Q4 		$3K Buy
108
+2
+2% +$63 ﹤0.01% 623
2021
Q3 		$3K Buy
106
+6
+6% +$189 ﹤0.01% 601
2021
Q2 		$3K Hold
100
– – ﹤0.01% 575
2021
Q1 		$3K Buy
+100
New +$3.08K ﹤0.01% 527
2020
Q4 		– Sell
-42
Closed -$1K – 500
2020
Q3 		$1K Hold
42
– – ﹤0.01% 420
2020
Q2 		$1K Hold
42
– – ﹤0.01% 433
2020
Q1 		$1K Buy
+42
New +$1.2K ﹤0.01% 408

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

Bogart Wealth LLC's SCHP Position: Q2 2026 in Review

Bogart Wealth LLC held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 3,935 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Bogart Wealth LLC first reported a position in SCHP in Q1 2020 and has held it in 25 quarters since. The position peaked at $155K in Q4 2025. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Bogart Wealth LLC held 3,935 shares of Schwab US TIPS ETF worth $104K as of Q2 2026.
  • Bogart Wealth LLC left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #375 holding.
  • Bogart Wealth LLC first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 25 quarters since.
  • Bogart Wealth LLC's Schwab US TIPS ETF position peaked at $155K in Q4 2025.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.