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Hazlett, Burt & Watson’s Schwab US TIPS ETF SCHP Stock Holding History

Hazlett, Burt & Watson’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 		$173K Buy
+6,537
New +$174K 0.05% 292
2023
Q1 		– Sell
-322
Closed -$9K – 681
2022
Q4 		$9K Buy
322
+264
+455% +$6.91K 0.01% 472
2022
Q3 		$2K Buy
+58
New +$1.61K ﹤0.01% 578

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

Hazlett, Burt & Watson's SCHP Position: Q2 2026 in Review

Hazlett, Burt & Watson opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 6,537 shares worth $173K. The stake represents 0.05% of the portfolio and ranks #292 among its holdings. This is a return to the name: Hazlett, Burt & Watson previously reported a position in SCHP as recently as Q4 2022.

Hazlett, Burt & Watson first reported a position in SCHP in Q3 2022 and has held it in 3 quarters since. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Hazlett, Burt & Watson held 6,537 shares of Schwab US TIPS ETF worth $173K as of Q2 2026.
  • Schwab US TIPS ETF was a new Hazlett, Burt & Watson position in Q2 2026.
  • Schwab US TIPS ETF made up 0.05% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #292 holding.
  • Hazlett, Burt & Watson first reported a position in Schwab US TIPS ETF in Q3 2022 and has held it in 3 quarters since.
  • 787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.