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

Modera 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 		$18.4M Sell
695,863
-5,404
-0.8% -$144K 0.2% 88
2026
Q1 		$18.7M Sell
701,267
-49,597
-7% -$1.32M 0.22% 82
2025
Q4 		$19.9M Sell
750,864
-10,547
-1% -$283K 0.23% 81
2025
Q3 		$20.5M Sell
761,411
-3,515
-0.5% -$94.1K 0.24% 83
2025
Q2 		$20.4M Sell
764,926
-6,997
-0.9% -$185K 0.25% 78
2025
Q1 		$20.8M Buy
771,923
+7,384
+1% +$194K 0.28% 77
2024
Q4 		$19.7M Buy
764,539
+402,341
+111% +$10.6M 0.24% 80
2024
Q3 		$9.71M Sell
362,198
-3,098
-0.8% -$81.8K 0.12% 118
2024
Q2 		$9.5M Sell
365,296
-3,810
-1% -$98.5K 0.14% 116
2024
Q1 		$9.63M Buy
369,106
+19,536
+6% +$507K 0.15% 116
2023
Q4 		$9.12M Sell
349,570
-367,884
-51% -$9.36M 0.15% 114
2023
Q3 		$18.1M Buy
717,454
+3,294
+0.5% +$84.9K 0.34% 70
2023
Q2 		$18.7M Buy
+714,160
New +$18.9M 0.34% 70
2022
Q2 		– Sell
-7,060
Closed -$214K – 363
2022
Q1 		$214K Hold
7,060
– – 0.01% 336
2021
Q4 		$222K Buy
+7,060
New +$222K 0.01% 532

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

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

Modera Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 0.77% in Q2 2026, selling an estimated $144K and leaving 695,863 shares worth $18.4M. The position accounts for 0.2% of the portfolio, ranked #88.

Modera Wealth Management first reported a position in SCHP in Q4 2021 and has held it in 15 quarters since. The position peaked at $20.8M in Q1 2025. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Modera Wealth Management held 695,863 shares of Schwab US TIPS ETF worth $18.4M as of Q2 2026.
  • Modera Wealth Management sold 5,404 Schwab US TIPS ETF shares in Q2 2026, an estimated $144K.
  • Schwab US TIPS ETF made up 0.2% of Modera Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Modera Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 15 quarters since.
  • Modera Wealth Management's Schwab US TIPS ETF position peaked at $20.8M in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.