Independent Wealth Network’s Schwab US TIPS ETF SCHP Stock Holding History

Independent Wealth Network’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	$251K	Buy	9,488 +1,092	+13%	+$29.1K	0.06%	273
2026 Q1	$223K	Buy	+8,396	New	+$224K	0.07%	269
2023 Q3	–	Sell	-9,288	Closed	-$243K	–	208
2023 Q2	$243K	Sell	9,288 -486	-5%	-$12.9K	0.15%	168
2023 Q1	$262K	Buy	9,774 +756	+8%	+$19.9K	0.17%	147
2022 Q4	$234K	Buy	9,018 +476	+6%	+$12.5K	0.16%	151
2022 Q3	$221K	Buy	+8,542	New	+$237K	0.17%	149

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

Independent Wealth Network's SCHP Position: Q2 2026 in Review

Independent Wealth Network increased its Schwab US TIPS ETF (SCHP) stake by 13% in Q2 2026, buying an estimated $29.1K and bringing the position to 9,488 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #273.

Independent Wealth Network first reported a position in SCHP in Q3 2022 and has held it in 6 quarters since. The position peaked at $262K in Q1 2023. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Independent Wealth Network held 9,488 shares of Schwab US TIPS ETF worth $251K as of Q2 2026.
Independent Wealth Network bought 1,092 Schwab US TIPS ETF shares in Q2 2026, an estimated $29.1K.
Schwab US TIPS ETF made up 0.06% of Independent Wealth Network's portfolio in Q2 2026, its #273 holding.
Independent Wealth Network first reported a position in Schwab US TIPS ETF in Q3 2022 and has held it in 6 quarters since.
Independent Wealth Network's Schwab US TIPS ETF position peaked at $262K in Q1 2023.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.