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

HB 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	$407K	Buy	+15,375	New	+$410K	﹤0.01%	1211
2024 Q2	–	Sell	-14,480	Closed	-$378K	–	957
2024 Q1	$378K	Buy	14,480 +6,566	+83%	+$170K	﹤0.01%	581
2023 Q4	$207K	Buy	+7,914	New	+$201K	﹤0.01%	735
2023 Q1	–	Sell	-9,270	Closed	-$240K	–	737
2022 Q4	$240K	Sell	9,270 -8,004	-46%	-$209K	﹤0.01%	589
2022 Q3	$447K	Sell	17,274 -2,364	-12%	-$65.7K	0.01%	355
2022 Q2	$548K	Sell	19,638 -1,046	-5%	-$30.4K	0.01%	329
2022 Q1	$628K	Buy	20,684 +6,188	+43%	+$190K	0.01%	314
2021 Q4	$456K	Buy	+14,496	New	+$456K	0.01%	324

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

HB Wealth Management's SCHP Position: Q2 2026 in Review

HB Wealth Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 15,375 shares worth $407K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in SCHP as recently as Q1 2024.

HB Wealth Management first reported a position in SCHP in Q4 2021 and has held it in 8 quarters since. The position peaked at $628K in Q1 2022. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

HB Wealth Management held 15,375 shares of Schwab US TIPS ETF worth $407K as of Q2 2026.
Schwab US TIPS ETF was a new HB Wealth Management position in Q2 2026.
Schwab US TIPS ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1211 holding.
HB Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 8 quarters since.
HB Wealth Management's Schwab US TIPS ETF position peaked at $628K in Q1 2022.
790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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