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Cassaday & Co Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Cassaday & Co 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 		$18.2K Hold
685
– – ﹤0.01% 787
2026
Q1 		$18.2K Buy
+685
New +$18.3K ﹤0.01% 799

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

Cassaday & Co Wealth Management's SCHP Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 685 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Cassaday & Co Wealth Management first reported a position in SCHP in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.2K in Q1 2026. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Cassaday & Co Wealth Management held 685 shares of Schwab US TIPS ETF worth $18.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #787 holding.
  • Cassaday & Co Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Schwab US TIPS ETF position peaked at $18.2K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.