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Kestra Private Wealth Services’s Schwab US TIPS ETF SCHP Stock Holding History

Kestra Private Wealth Services’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 		$11.3M Sell
424,543
-4,180
-1% -$112K 0.12% 179
2026
Q1 		$11.4M Buy
428,723
+24,786
+6% +$661K 0.14% 163
2025
Q4 		$10.7M Buy
403,937
+11,201
+3% +$300K 0.13% 166
2025
Q3 		$10.6M Sell
392,736
-3,543
-0.9% -$94.8K 0.14% 170
2025
Q2 		$10.6M Buy
396,279
+18,666
+5% +$494K 0.15% 153
2025
Q1 		$10.2M Buy
377,613
+4,996
+1% +$131K 0.17% 139
2024
Q4 		$9.62M Buy
372,617
+84,665
+29% +$2.23M 0.16% 142
2024
Q3 		$7.72M Buy
287,952
+26,874
+10% +$710K 0.14% 159
2024
Q2 		$6.79M Buy
261,078
+24,528
+10% +$634K 0.14% 165
2024
Q1 		$6.17M Buy
236,550
+46,706
+25% +$1.21M 0.14% 169
2023
Q4 		$4.95M Buy
189,844
+67,878
+56% +$1.73M 0.13% 190
2023
Q3 		$3.08M Buy
121,966
+36,770
+43% +$948K 0.1% 233
2023
Q2 		$2.23M Buy
+85,196
New +$2.26M 0.08% 277
2022
Q2 		– Sell
-9,842
Closed -$299K – 999
2022
Q1 		$299K Buy
9,842
+2,034
+26% +$62.4K 0.01% 751
2021
Q4 		$246K Buy
+7,808
New +$246K 0.01% 840
2021
Q3 		– Sell
-7,148
Closed -$223K – 961
2021
Q2 		$223K Sell
7,148
-648
-8% -$20.1K 0.01% 774
2021
Q1 		$238K Sell
7,796
-15,492
-67% -$477K 0.02% 686
2020
Q4 		$721K Sell
23,288
-6,806
-23% -$209K 0.05% 358
2020
Q3 		$927K Buy
+30,094
New +$922K 0.08% 255

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

Kestra Private Wealth Services's SCHP Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Schwab US TIPS ETF (SCHP) stake by 0.97% in Q2 2026, selling an estimated $112K and leaving 424,543 shares worth $11.3M. The position accounts for 0.12% of the portfolio, ranked #179.

Kestra Private Wealth Services first reported a position in SCHP in Q3 2020 and has held it in 19 quarters since. The position peaked at $11.4M in Q1 2026. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Kestra Private Wealth Services held 424,543 shares of Schwab US TIPS ETF worth $11.3M as of Q2 2026.
  • Kestra Private Wealth Services sold 4,180 Schwab US TIPS ETF shares in Q2 2026, an estimated $112K.
  • Schwab US TIPS ETF made up 0.12% of Kestra Private Wealth Services's portfolio in Q2 2026, its #179 holding.
  • Kestra Private Wealth Services first reported a position in Schwab US TIPS ETF in Q3 2020 and has held it in 19 quarters since.
  • Kestra Private Wealth Services's Schwab US TIPS ETF position peaked at $11.4M in Q1 2026.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.