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

Mosley 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 		$318 Buy
+12
New +$320 ﹤0.01% 683

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CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 12 shares worth $318. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings.

504 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Mosley Wealth Management held 12 shares of Schwab US TIPS ETF worth $318 as of Q2 2026.
  • Schwab US TIPS ETF was a new Mosley Wealth Management position in Q2 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #683 holding.
  • 504 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.