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

Golden State 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	$150K	Buy	5,648 +4,850	+608%	+$129K	0.01%	476
2026 Q1	$21.2K	Buy	798 +779	+4,100%	+$20.8K	﹤0.01%	898
2025 Q4	$514	Hold	19	–	–	﹤0.01%	1589
2025 Q3	$514	Buy	+19	New	+$508	﹤0.01%	1568
2025 Q1	–	Sell	-118	Closed	-$3.05K	–	1635
2024 Q4	$3.05K	Buy	+118	New	+$3.1K	﹤0.01%	1198
2020 Q2	–	Sell	-118	Closed	-$3K	–	791
2020 Q1	$3K	Buy	+118	New	+$3.38K	﹤0.01%	824
2019 Q4	–	Sell	-140	Closed	-$4K	–	756
2019 Q3	$4K	Buy	140 +22	+19%	+$624	﹤0.01%	900
2019 Q2	$3K	Sell	118 -9,034	-99%	-$250K	﹤0.01%	949
2019 Q1	$252K	Buy	+9,152	New	+$247K	0.08%	196

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

Golden State Wealth Management's SCHP Position: Q2 2026 in Review

Golden State Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 608% in Q2 2026, buying an estimated $129K and bringing the position to 5,648 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #476.

Golden State Wealth Management first reported a position in SCHP in Q1 2019 and has held it in 9 quarters since. The position peaked at $252K in Q1 2019. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Golden State Wealth Management held 5,648 shares of Schwab US TIPS ETF worth $150K as of Q2 2026.
Golden State Wealth Management bought 4,850 Schwab US TIPS ETF shares in Q2 2026, an estimated $129K.
Schwab US TIPS ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #476 holding.
Golden State Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's Schwab US TIPS ETF position peaked at $252K in Q1 2019.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.