EWM
SCHP icon

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

Empirical 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 		$539K Sell
20,330
-1,208
-6% -$32.2K 0.01% 654
2026
Q1 		$573K Sell
21,538
-1,189
-5% -$31.7K 0.01% 530
2025
Q4 		$602K Sell
22,727
-3,776
-14% -$101K 0.01% 455
2025
Q3 		$714K Buy
26,503
+3,598
+16% +$96.3K 0.01% 384
2025
Q2 		$611K Sell
22,905
-14,734
-39% -$390K 0.01% 390
2025
Q1 		$1.01M Buy
37,639
+11,394
+43% +$300K 0.03% 301
2024
Q4 		$678K Sell
26,245
-2,679
-9% -$70.4K 0.02% 333
2024
Q3 		$776K Sell
28,924
-1,398
-5% -$36.9K 0.02% 306
2024
Q2 		$789K Sell
30,322
-392
-1% -$10.1K 0.02% 281
2024
Q1 		$801K Buy
30,714
+1,870
+6% +$48.5K 0.02% 276
2023
Q4 		$753K Sell
28,844
-6,774
-19% -$172K 0.03% 268
2023
Q3 		$899K Sell
35,618
-19,036
-35% -$491K 0.04% 235
2023
Q2 		$1.43M Sell
54,654
-8,468
-13% -$225K 0.06% 190
2023
Q1 		$1.69M Buy
63,122
+3,060
+5% +$80.5K 0.07% 156
2022
Q4 		$1.56M Sell
60,062
-10,230
-15% -$268K 0.07% 157
2022
Q3 		$1.82M Sell
70,292
-12,582
-15% -$350K 0.1% 134
2022
Q2 		$2.31M Sell
82,874
-17,050
-17% -$495K 0.12% 114
2022
Q1 		$3.03M Buy
99,924
+14,274
+17% +$438K 0.15% 103
2021
Q4 		$2.69M Buy
85,650
+6,432
+8% +$203K 0.13% 105
2021
Q3 		$2.48M Buy
79,218
+16,298
+26% +$514K 0.14% 98
2021
Q2 		$1.97M Buy
62,920
+3,816
+6% +$118K 0.12% 113
2021
Q1 		$1.81M Sell
59,104
-5,138
-8% -$158K 0.14% 105
2020
Q4 		$1.99M Buy
64,242
+156
+0.2% +$4.79K 0.15% 99
2020
Q3 		$1.98M Buy
64,086
+1,088
+2% +$33.3K 0.17% 89
2020
Q2 		$1.89M Sell
62,998
-4,340
-6% -$129K 0.18% 85
2020
Q1 		$1.94M Buy
67,338
+28
+0% +$802 0.21% 70
2019
Q4 		$1.91M Sell
67,310
-15,038
-18% -$426K 0.21% 74
2019
Q3 		$2.34M Buy
82,348
+20,058
+32% +$568K 0.28% 53
2019
Q2 		$1.75M Buy
62,290
+4,128
+7% +$114K 0.23% 70
2019
Q1 		$1.6M Buy
58,162
+202
+0.3% +$5.45K 0.23% 64
2018
Q4 		$1.54M Sell
57,960
-10,108
-15% -$269K 0.26% 54
2018
Q3 		$1.84M Buy
68,068
+6,860
+11% +$187K 0.33% 40
2018
Q2 		$1.68M Sell
61,208
-5,546
-8% -$151K 0.31% 45
2018
Q1 		$1.83M Buy
66,754
+4,742
+8% +$130K 0.36% 35
2017
Q4 		$1.72M Sell
62,012
-2,334
-4% -$64.6K 0.37% 38
2017
Q3 		$1.78M Buy
64,346
+82
+0.1% +$2.27K 0.41% 33
2017
Q2 		$1.77M Sell
64,264
-930
-1% -$25.8K 0.43% 30
2017
Q1 		$1.81M Sell
65,194
-4,644
-7% -$128K 0.45% 29
2016
Q4 		$1.92M Buy
69,838
+1,744
+3% +$48.6K 0.47% 29
2016
Q3 		$1.94M Sell
68,094
-616
-0.9% -$17.5K 0.51% 27
2016
Q2 		$1.94M Sell
68,710
-1,094
-2% -$30.4K 0.51% 24
2016
Q1 		$1.94M Sell
69,804
-26,538
-28% -$718K 0.47% 25
2015
Q4 		$2.56M Sell
96,342
-47,844
-33% -$1.28M 0.62% 18
2015
Q3 		$3.87M Sell
144,186
-32,760
-19% -$884K 0.91% 17
2015
Q2 		$4.8M Sell
176,946
-46,860
-21% -$1.28M 1.11% 15
2015
Q1 		$6.15M Sell
223,806
-116,712
-34% -$3.2M 1.47% 14
2014
Q4 		$9.23M Sell
340,518
-356,124
-51% -$9.72M 2.26% 11
2014
Q3 		$18.9M Sell
696,642
-247,396
-26% -$6.84M 4.56% 5
2014
Q2 		$26.3M Buy
944,038
+58,830
+7% +$1.61M 6.52% 4
2014
Q1 		$23.9M Buy
885,208
+46,220
+6% +$1.24M 6.29% 5
2013
Q4 		$22.1M Buy
838,988
+65,056
+8% +$1.75M 6.26% 5
2013
Q3 		$20.9M Sell
773,932
-16,452
-2% -$441K 6.54% 5
2013
Q2 		$21.3M Buy
+790,384
New +$22.5M 7.09% 4

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Empirical Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 5.6% in Q2 2026, selling an estimated $32.2K and leaving 20,330 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #654.

Empirical Wealth Management first reported a position in SCHP in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.3M in Q2 2014. 132 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Empirical Wealth Management held 20,330 shares of Schwab US TIPS ETF worth $539K as of Q2 2026.
  • Empirical Wealth Management sold 1,208 Schwab US TIPS ETF shares in Q2 2026, an estimated $32.2K.
  • Schwab US TIPS ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #654 holding.
  • Empirical Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2013 and has held it in 53 quarters since.
  • Empirical Wealth Management's Schwab US TIPS ETF position peaked at $26.3M in Q2 2014.
  • 132 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.