CWC Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

CWC Advisors’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	$307K	Buy	11,590 +222	+2%	+$5.92K	0.14%	124
2026 Q1	$303K	Sell	11,368 -243	-2%	-$6.48K	0.14%	121
2025 Q4	$308K	Sell	11,611 -42	-0.4%	-$1.13K	0.15%	124
2025 Q3	$314K	Hold	11,653	–	–	0.15%	121
2025 Q2	$311K	Buy	11,653 +384	+3%	+$10.2K	0.16%	118
2025 Q1	$303K	Sell	11,269 -42	-0.4%	-$1.1K	0.17%	114
2024 Q4	$292K	Sell	11,311 -411	-4%	-$10.8K	0.29%	91
2024 Q3	$314K	Buy	+11,722	New	+$310K	0.31%	85

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

CWC Advisors's SCHP Position: Q2 2026 in Review

CWC Advisors increased its Schwab US TIPS ETF (SCHP) stake by 2% in Q2 2026, buying an estimated $5.92K and bringing the position to 11,590 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #124.

CWC Advisors first reported a position in SCHP in Q3 2024 and has held it in 8 quarters since. The position peaked at $314K in Q3 2024. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

CWC Advisors held 11,590 shares of Schwab US TIPS ETF worth $307K as of Q2 2026.
CWC Advisors bought 222 Schwab US TIPS ETF shares in Q2 2026, an estimated $5.92K.
Schwab US TIPS ETF made up 0.14% of CWC Advisors's portfolio in Q2 2026, its #124 holding.
CWC Advisors first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's Schwab US TIPS ETF position peaked at $314K in Q3 2024.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.