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

Maridea Wealth Management’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	$289K	Buy	10,920 +3,376	+45%	+$90.1K	0.03%	429
2026 Q1	$201K	Sell	7,544 -34,964	-82%	-$933K	0.03%	435
2025 Q4	$1.13M	Sell	42,508 -46	-0.1%	-$1.23K	0.17%	140
2025 Q3	$1.15M	Buy	42,554 +1,450	+4%	+$38.8K	0.18%	128
2025 Q2	$1.1M	Buy	41,104 +5,827	+17%	+$154K	0.29%	74
2025 Q1	$949K	Sell	35,277 -7,122	-17%	-$187K	0.31%	59
2024 Q4	$1.1M	Buy	+42,399	New	+$1.11M	0.35%	50

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

Maridea Wealth Management's SCHP Position: Q2 2026 in Review

Maridea Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 45% in Q2 2026, buying an estimated $90.1K and bringing the position to 10,920 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #429.

Maridea Wealth Management first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q3 2025. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Maridea Wealth Management held 10,920 shares of Schwab US TIPS ETF worth $289K as of Q2 2026.
Maridea Wealth Management bought 3,376 Schwab US TIPS ETF shares in Q2 2026, an estimated $90.1K.
Schwab US TIPS ETF made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #429 holding.
Maridea Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Schwab US TIPS ETF position peaked at $1.15M in Q3 2025.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.