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

Copia 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 		$9.73K Hold
367
– – 0.01% 344
2026
Q1 		$9.77K Hold
367
– – 0.01% 324
2025
Q4 		$9.72K Buy
+367
New +$9.84K 0.01% 326

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MERSOM
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
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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
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Copia Wealth Management held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 367 shares worth $9.73K. The position accounts for 0.01% of the portfolio, ranked #344.

Copia Wealth Management first reported a position in SCHP in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.77K in Q1 2026. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Copia Wealth Management held 367 shares of Schwab US TIPS ETF worth $9.73K as of Q2 2026.
  • Copia Wealth Management left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Copia Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • Copia Wealth Management's Schwab US TIPS ETF position peaked at $9.77K in Q1 2026.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.