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FWG Investments’s Schwab US TIPS ETF SCHP Stock Holding History

FWG Investments’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 		– Sell
-10,022
Closed -$267K – 128
2026
Q1 		$267K Buy
+10,022
New +$267K 0.17% 106
2025
Q1 		– Sell
-13,967
Closed -$361K – 106
2024
Q4 		$361K Buy
13,967
+2,729
+24% +$71.7K 0.28% 84
2024
Q3 		$301K Buy
11,238
+1,278
+13% +$33.8K 0.26% 87
2024
Q2 		$259K Sell
9,960
-162
-2% -$4.19K 0.26% 90
2024
Q1 		$264K Buy
+10,122
New +$263K 0.29% 85

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

FWG Investments's SCHP Position: Q2 2026 in Review

FWG Investments sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 10,022 shares — an estimated $267K sold.

FWG Investments first reported a position in SCHP in Q1 2024 and held it in 5 quarters. The position peaked at $361K in Q4 2024. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • FWG Investments reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • FWG Investments sold 10,022 Schwab US TIPS ETF shares in Q2 2026, an estimated $267K.
  • FWG Investments first reported a position in Schwab US TIPS ETF in Q1 2024 and held it in 5 quarters.
  • FWG Investments's Schwab US TIPS ETF position peaked at $361K in Q4 2024.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.