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Lifeworks Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Lifeworks Advisors’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 		$246K Buy
+9,270
New +$247K 0.03% 300
2025
Q1 		– Sell
-11,694
Closed -$302K – 329
2024
Q4 		$302K Buy
+11,694
New +$307K 0.05% 235

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

Lifeworks Advisors's SCHP Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 9,270 shares worth $246K. The stake represents 0.03% of the portfolio and ranks #300 among its holdings. This is a return to the name: Lifeworks Advisors previously reported a position in SCHP as recently as Q4 2024.

Lifeworks Advisors first reported a position in SCHP in Q4 2024 and has held it in 2 quarters since. The position peaked at $302K in Q4 2024. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Lifeworks Advisors held 9,270 shares of Schwab US TIPS ETF worth $246K as of Q2 2026.
  • Schwab US TIPS ETF was a new Lifeworks Advisors position in Q2 2026.
  • Schwab US TIPS ETF made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #300 holding.
  • Lifeworks Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 2 quarters since.
  • Lifeworks Advisors's Schwab US TIPS ETF position peaked at $302K in Q4 2024.
  • 787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.