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Integrated Wealth Concepts’s Schwab US TIPS ETF SCHP Stock Holding History

Integrated Wealth Concepts’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 		$81.4M Buy
3,073,174
+1,317,689
+75% +$35.2M 0.4% 46
2026
Q1 		$46.7M Buy
1,755,485
+313,721
+22% +$8.37M 0.37% 50
2025
Q4 		$38.2M Sell
1,441,764
-148,115
-9% -$3.97M 0.45% 41
2025
Q3 		$42.8M Buy
1,589,879
+151,939
+11% +$4.07M 0.38% 52
2025
Q2 		$38.4M Buy
1,437,940
+1,296,758
+919% +$34.3M 0.38% 48
2025
Q1 		$3.8M Buy
141,182
+42,130
+43% +$1.11M 0.04% 380
2024
Q4 		$2.56M Sell
99,052
-3,076
-3% -$80.8K 0.03% 483
2024
Q3 		$2.74M Sell
102,128
-8,972
-8% -$237K 0.03% 456
2024
Q2 		$2.89M Buy
111,100
+72,738
+190% +$1.88M 0.04% 398
2024
Q1 		$1M Sell
38,362
-104,080
-73% -$2.7M 0.01% 747
2023
Q4 		$3.72M Sell
142,442
-202,744
-59% -$5.16M 0.06% 295
2023
Q3 		$8.71M Sell
345,186
-161,712
-32% -$4.17M 0.15% 155
2023
Q2 		$13.3M Buy
506,898
+378,094
+294% +$10M 0.23% 109
2023
Q1 		$3.45M Buy
128,804
+108,182
+525% +$2.85M 0.07% 258
2022
Q4 		$534K Buy
20,622
+2,248
+12% +$58.8K 0.01% 646
2022
Q3 		$476K Sell
18,374
-1,904
-9% -$52.9K 0.02% 602
2022
Q2 		$566K Buy
20,278
+5,246
+35% +$152K 0.02% 571
2022
Q1 		$456K Sell
15,032
-2,260
-13% -$69.3K 0.01% 595
2021
Q4 		$544K Buy
17,292
+10,552
+157% +$332K 0.02% 595
2021
Q3 		$211K Buy
+6,740
New +$213K 0.01% 881
2021
Q1 		– Sell
-46,154
Closed -$1.43M – 764
2020
Q4 		$1.43M Buy
46,154
+10,286
+29% +$316K 0.07% 192
2020
Q3 		$1.1M Buy
35,868
+964
+3% +$29.5K 0.07% 203
2020
Q2 		$1.05M Buy
+34,904
New +$1.03M 0.08% 170
2018
Q4 		– Sell
-18,700
Closed -$503K – 284
2018
Q3 		$503K Buy
18,700
+58
+0.3% +$1.58K 0.15% 117
2018
Q2 		$511K Buy
18,642
+200
+1% +$5.46K 0.17% 109
2018
Q1 		$505K Buy
+18,442
New +$504K 0.2% 94

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

Integrated Wealth Concepts's SCHP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Schwab US TIPS ETF (SCHP) stake by 75% in Q2 2026, buying an estimated $35.2M and bringing the position to 3,073,174 shares worth $81.4M. The position accounts for 0.4% of the portfolio, ranked #46.

Integrated Wealth Concepts first reported a position in SCHP in Q1 2018 and has held it in 26 quarters since. 785 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Integrated Wealth Concepts held 3,073,174 shares of Schwab US TIPS ETF worth $81.4M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,317,689 Schwab US TIPS ETF shares in Q2 2026, an estimated $35.2M.
  • Schwab US TIPS ETF made up 0.4% of Integrated Wealth Concepts's portfolio in Q2 2026, its #46 holding.
  • Integrated Wealth Concepts first reported a position in Schwab US TIPS ETF in Q1 2018 and has held it in 26 quarters since.
  • 785 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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