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Brightwater Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Brightwater Advisory’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 		$10.6M Buy
401,658
+2,510
+0.6% +$67K 6.73% 2
2026
Q1 		$10.6M Buy
399,148
+33,054
+9% +$882K 7.03% 2
2025
Q4 		$9.7M Buy
366,094
+11,809
+3% +$317K 6.55% 2
2025
Q3 		$9.55M Sell
354,285
-11,699
-3% -$313K 6.56% 2
2025
Q2 		$9.76M Buy
365,984
+16,033
+5% +$424K 7.02% 2
2025
Q1 		$9.41M Buy
349,951
+3,161
+0.9% +$83.1K 7.44% 2
2024
Q4 		$8.96M Buy
346,790
+11,784
+4% +$310K 7.02% 2
2024
Q3 		$8.98M Buy
335,006
+27,732
+9% +$732K 6.61% 2
2024
Q2 		$7.99M Buy
307,274
+71,798
+30% +$1.86M 6.17% 2
2024
Q1 		$6.14M Buy
235,476
+17,934
+8% +$465K 4.93% 5
2023
Q4 		$5.68M Buy
+217,542
New +$5.53M 4.79% 6

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

Brightwater Advisory's SCHP Position: Q2 2026 in Review

Brightwater Advisory increased its Schwab US TIPS ETF (SCHP) stake by 0.63% in Q2 2026, buying an estimated $67K and bringing the position to 401,658 shares worth $10.6M. The position accounts for 6.73% of the portfolio, ranked #2.

Brightwater Advisory first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. 789 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Brightwater Advisory held 401,658 shares of Schwab US TIPS ETF worth $10.6M as of Q2 2026.
  • Brightwater Advisory bought 2,510 Schwab US TIPS ETF shares in Q2 2026, an estimated $67K.
  • Schwab US TIPS ETF made up 6.73% of Brightwater Advisory's portfolio in Q2 2026, its #2 holding.
  • Brightwater Advisory first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
  • 789 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.