CWRP
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Cassady Wealth & Retirement Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Cassady Wealth & Retirement Planning’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 		$522K Buy
19,708
+1,247
+7% +$33.3K 0.24% 65
2026
Q1 		$496K Buy
18,461
+398
+2% +$10.6K 0.26% 65
2025
Q4 		$478K Buy
+18,063
New +$485K 0.31% 65

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

Cassady Wealth & Retirement Planning's SCHP Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Schwab US TIPS ETF (SCHP) stake by 6.8% in Q2 2026, buying an estimated $33.3K and bringing the position to 19,708 shares worth $522K. The position accounts for 0.24% of the portfolio, ranked #65.

Cassady Wealth & Retirement Planning first reported a position in SCHP in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 19,708 shares of Schwab US TIPS ETF worth $522K as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 1,247 Schwab US TIPS ETF shares in Q2 2026, an estimated $33.3K.
  • Schwab US TIPS ETF made up 0.24% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #65 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.