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High Note Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

High Note Wealth’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 		$1.33M Buy
50,046
+95
+0.2% +$2.54K 0.23% 63
2026
Q1 		$1.33M Sell
49,951
-30
-0.1% -$800 0.26% 59
2025
Q4 		$1.32M Sell
49,981
-240
-0.5% -$6.44K 0.26% 57
2025
Q3 		$1.35M Sell
50,221
-4,505
-8% -$121K 0.27% 58
2025
Q2 		$1.46M Sell
54,726
-17,019
-24% -$450K 0.33% 54
2025
Q1 		$1.93M Sell
71,745
-51,070
-42% -$1.34M 0.48% 41
2024
Q4 		$3.17M Sell
122,815
-41,203
-25% -$1.08M 0.83% 30
2024
Q3 		$4.4M Sell
164,018
-11,408
-7% -$301K 1.26% 23
2024
Q2 		$4.56M Sell
175,426
-1,530
-0.9% -$39.6K 1.39% 21
2024
Q1 		$4.62M Sell
176,956
-3,742
-2% -$97.1K 1.5% 21
2023
Q4 		$4.72M Sell
180,698
-6,170
-3% -$157K 1.77% 18
2023
Q3 		$4.72M Sell
186,868
-13,820
-7% -$356K 1.95% 17
2023
Q2 		$5.26M Sell
200,688
-29,212
-13% -$774K 2.14% 14
2023
Q1 		$6.16M Sell
229,900
-6,868
-3% -$181K 2.54% 12
2022
Q4 		$6.13M Sell
236,768
-66,072
-22% -$1.73M 2.57% 13
2022
Q3 		$7.94M Sell
302,840
-38,800
-11% -$1.08M 3.17% 10
2022
Q2 		$9.53M Buy
341,640
+10,042
+3% +$291K 3.72% 9
2022
Q1 		$10.1M Buy
331,598
+192,254
+138% +$5.9M 3.55% 10
2021
Q4 		$4.39M Buy
139,344
+20,412
+17% +$643K 1.48% 19
2021
Q3 		$3.74M Buy
118,932
+13,938
+13% +$440K 1.35% 26
2021
Q2 		$3.28M Buy
104,994
+17,458
+20% +$541K 1.19% 28
2021
Q1 		$2.68M Buy
87,536
+9,592
+12% +$296K 1.04% 34
2020
Q4 		$2.42M Buy
+77,944
New +$2.39M 1.03% 33

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

High Note Wealth's SCHP Position: Q2 2026 in Review

High Note Wealth increased its Schwab US TIPS ETF (SCHP) stake by 0.19% in Q2 2026, buying an estimated $2.54K and bringing the position to 50,046 shares worth $1.33M. The position accounts for 0.23% of the portfolio, ranked #63.

High Note Wealth first reported a position in SCHP in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q1 2022. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • High Note Wealth held 50,046 shares of Schwab US TIPS ETF worth $1.33M as of Q2 2026.
  • High Note Wealth bought 95 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.54K.
  • Schwab US TIPS ETF made up 0.23% of High Note Wealth's portfolio in Q2 2026, its #63 holding.
  • High Note Wealth first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 23 quarters since.
  • High Note Wealth's Schwab US TIPS ETF position peaked at $10.1M in Q1 2022.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.