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

HighMark 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 		$1.02K Hold
38
– – ﹤0.01% 500
2026
Q1 		$1.01K Sell
38
-84
-69% -$2.24K ﹤0.01% 487
2025
Q4 		$3.23K Buy
122
+85
+230% +$2.28K ﹤0.01% 447
2025
Q3 		$1.01K Hold
37
– – ﹤0.01% 528
2025
Q2 		$987 Buy
+37
New +$979 ﹤0.01% 530

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

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

HighMark Wealth Management held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 38 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

HighMark Wealth Management first reported a position in SCHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.23K in Q4 2025. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • HighMark Wealth Management held 38 shares of Schwab US TIPS ETF worth $1.02K as of Q2 2026.
  • HighMark Wealth Management left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #500 holding.
  • HighMark Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • HighMark Wealth Management's Schwab US TIPS ETF position peaked at $3.23K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.