CWM
SCHP icon

CCG Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

CCG 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 		$15.4M Buy
+580,465
New +$15.5M 3.57% 7
2021
Q4 		– Sell
-8,910
Closed -$279K – 117
2021
Q3 		$279K Buy
+8,910
New +$281K 0.16% 75

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

CCG Wealth Management's SCHP Position: Q2 2026 in Review

CCG Wealth Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 580,465 shares worth $15.4M. The stake represents 3.57% of the portfolio and ranks #7 among its holdings. This is a return to the name: CCG Wealth Management previously reported a position in SCHP as recently as Q3 2021.

CCG Wealth Management first reported a position in SCHP in Q3 2021 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • CCG Wealth Management held 580,465 shares of Schwab US TIPS ETF worth $15.4M as of Q2 2026.
  • Schwab US TIPS ETF was a new CCG Wealth Management position in Q2 2026.
  • Schwab US TIPS ETF made up 3.57% of CCG Wealth Management's portfolio in Q2 2026, its #7 holding.
  • CCG Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2021 and has held it in 2 quarters since.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.