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Curio Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Curio Wealth’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 		$341K Sell
12,877
-661
-5% -$17.6K 0.11% 66
2026
Q1 		$360K Sell
13,538
-419
-3% -$11.2K 0.12% 56
2025
Q4 		$370K Sell
13,957
-1,073
-7% -$28.8K 0.13% 60
2025
Q3 		$405K Sell
15,030
-750
-5% -$20.1K 0.17% 50
2025
Q2 		$421K Buy
15,780
+15,733
+33,474% +$416K 0.18% 51
2025
Q1 		$1.07M Sell
47
-40,768
-100% -$1.07M 0.56% 29
2024
Q4 		$1.05M Buy
+40,815
New +$1.07M 0.57% 29

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

Curio Wealth's SCHP Position: Q2 2026 in Review

Curio Wealth reduced its Schwab US TIPS ETF (SCHP) stake by 4.9% in Q2 2026, selling an estimated $17.6K and leaving 12,877 shares worth $341K. The position accounts for 0.11% of the portfolio, ranked #66.

Curio Wealth first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q1 2025. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Curio Wealth held 12,877 shares of Schwab US TIPS ETF worth $341K as of Q2 2026.
  • Curio Wealth sold 661 Schwab US TIPS ETF shares in Q2 2026, an estimated $17.6K.
  • Schwab US TIPS ETF made up 0.11% of Curio Wealth's portfolio in Q2 2026, its #66 holding.
  • Curio Wealth first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • Curio Wealth's Schwab US TIPS ETF position peaked at $1.07M in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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