M Wealth Management LLC’s Schwab US TIPS ETF SCHP Stock Holding History

M Wealth Management LLC’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	$5.4M	Buy	203,863 +3,191	+2%	+$85.1K	4.24%	5
2026 Q1	$5.34M	Buy	200,672 +5,077	+3%	+$135K	4.5%	5
2025 Q4	$5.18M	Buy	195,595 +3,989	+2%	+$107K	4.51%	5
2025 Q3	$5.16M	Sell	191,606 -1,205	-0.6%	-$32.2K	4.54%	5
2025 Q2	$5.14M	Buy	192,811 +108	+0.1%	+$2.86K	4.74%	6
2025 Q1	$5.18M	Sell	192,703 -4,900	-2%	-$129K	4.83%	6
2024 Q4	$5.1M	Buy	+197,603	New	+$5.19M	4.66%	7

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

M Wealth Management LLC's SCHP Position: Q2 2026 in Review

M Wealth Management LLC increased its Schwab US TIPS ETF (SCHP) stake by 1.6% in Q2 2026, buying an estimated $85.1K and bringing the position to 203,863 shares worth $5.4M. The position accounts for 4.24% of the portfolio, ranked #5.

M Wealth Management LLC first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

M Wealth Management LLC held 203,863 shares of Schwab US TIPS ETF worth $5.4M as of Q2 2026.
M Wealth Management LLC bought 3,191 Schwab US TIPS ETF shares in Q2 2026, an estimated $85.1K.
Schwab US TIPS ETF made up 4.24% of M Wealth Management LLC's portfolio in Q2 2026, its #5 holding.
M Wealth Management LLC first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.