KNW
SCHP icon

Kesler Norman & Wride’s Schwab US TIPS ETF SCHP Stock Holding History

Kesler Norman & Wride’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 		$301K Buy
11,350
+209
+2% +$5.58K 0.05% 238
2026
Q1 		$296K Buy
11,141
+2,386
+27% +$63.7K 0.05% 221
2025
Q4 		$232K Buy
+8,755
New +$235K 0.04% 226

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

Kesler Norman & Wride's SCHP Position: Q2 2026 in Review

Kesler Norman & Wride increased its Schwab US TIPS ETF (SCHP) stake by 1.9% in Q2 2026, buying an estimated $5.58K and bringing the position to 11,350 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #238.

Kesler Norman & Wride first reported a position in SCHP in Q4 2025 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Kesler Norman & Wride held 11,350 shares of Schwab US TIPS ETF worth $301K as of Q2 2026.
  • Kesler Norman & Wride bought 209 Schwab US TIPS ETF shares in Q2 2026, an estimated $5.58K.
  • Schwab US TIPS ETF made up 0.05% of Kesler Norman & Wride's portfolio in Q2 2026, its #238 holding.
  • Kesler Norman & Wride first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.