Gateway Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Gateway Wealth Partners’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	$420K	Sell	15,850 -7,813	-33%	-$208K	0.03%	514
2026 Q1	$630K	Buy	23,663 +15,827	+202%	+$422K	0.02%	497
2025 Q4	$208K	Buy	+7,836	New	+$210K	0.02%	441
2023 Q4	–	Sell	-105,168	Closed	-$2.65M	–	264
2023 Q3	$2.65M	Sell	105,168 -11,072	-10%	-$285K	0.48%	43
2023 Q2	$3.05M	Sell	116,240 -1,214	-1%	-$32.2K	0.54%	39
2023 Q1	$3.15M	Sell	117,454 -14,882	-11%	-$392K	0.48%	37
2022 Q4	$3.43M	Buy	+132,336	New	+$3.46M	0.59%	32

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

Gateway Wealth Partners's SCHP Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Schwab US TIPS ETF (SCHP) stake by 33% in Q2 2026, selling an estimated $208K and leaving 15,850 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #514.

Gateway Wealth Partners first reported a position in SCHP in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.43M in Q4 2022. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Gateway Wealth Partners held 15,850 shares of Schwab US TIPS ETF worth $420K as of Q2 2026.
Gateway Wealth Partners sold 7,813 Schwab US TIPS ETF shares in Q2 2026, an estimated $208K.
Schwab US TIPS ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #514 holding.
Gateway Wealth Partners first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 7 quarters since.
Gateway Wealth Partners's Schwab US TIPS ETF position peaked at $3.43M in Q4 2022.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.