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

Institute for 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	$25K	Buy	+943	New	+$25.2K	﹤0.01%	1063

Other funds holding SCHP

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Institute for Wealth Management's SCHP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 943 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings.

539 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Institute for Wealth Management held 943 shares of Schwab US TIPS ETF worth $25K as of Q2 2026.
Schwab US TIPS ETF was a new Institute for Wealth Management position in Q2 2026.
Schwab US TIPS ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1063 holding.
539 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.