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Global Wealth Management Investment Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Global Wealth Management Investment Advisory’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 		$225K Sell
8,505
-4,085
-32% -$109K 0.03% 154
2026
Q1 		$335K Buy
+12,590
New +$336K 0.05% 125
2024
Q1 		– Sell
-98
Closed -$2.56K – 377
2023
Q4 		$2.56K Sell
98
-4,670
-98% -$119K ﹤0.01% 382
2023
Q3 		$120K Buy
4,768
+4,676
+5,083% +$121K 0.03% 146
2023
Q2 		$2.41K Buy
+92
New +$2.44K ﹤0.01% 377
2022
Q3 		– Sell
-322
Closed -$9K – 407
2022
Q2 		$9K Sell
322
-1,108
-77% -$32.2K ﹤0.01% 293
2022
Q1 		$43K Sell
1,430
-106,768
-99% -$3.27M 0.01% 203
2021
Q4 		$3.4M Buy
108,198
+10,204
+10% +$321K 1.02% 33
2021
Q3 		$3.07M Buy
97,994
+12,684
+15% +$400K 0.97% 34
2021
Q2 		$2.67M Buy
85,310
+5,614
+7% +$174K 0.89% 38
2021
Q1 		$2.44M Sell
79,696
-15,934
-17% -$491K 0.88% 37
2020
Q4 		$2.97M Sell
95,630
-10,066
-10% -$309K 1.15% 28
2020
Q3 		$3.26M Buy
105,696
+3,684
+4% +$113K 1.41% 19
2020
Q2 		$3.06M Buy
102,012
+84,572
+485% +$2.51M 1.31% 22
2020
Q1 		$502K Sell
17,440
-11,038
-39% -$316K 0.25% 78
2019
Q4 		$806K Buy
28,478
+8,896
+45% +$252K 0.34% 75
2019
Q3 		$556K Buy
+19,582
New +$555K 0.25% 78

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

Global Wealth Management Investment Advisory's SCHP Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Schwab US TIPS ETF (SCHP) stake by 32% in Q2 2026, selling an estimated $109K and leaving 8,505 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #154.

Global Wealth Management Investment Advisory first reported a position in SCHP in Q3 2019 and has held it in 17 quarters since. The position peaked at $3.4M in Q4 2021. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Global Wealth Management Investment Advisory held 8,505 shares of Schwab US TIPS ETF worth $225K as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 4,085 Schwab US TIPS ETF shares in Q2 2026, an estimated $109K.
  • Schwab US TIPS ETF made up 0.03% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #154 holding.
  • Global Wealth Management Investment Advisory first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 17 quarters since.
  • Global Wealth Management Investment Advisory's Schwab US TIPS ETF position peaked at $3.4M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.