N.E.W. Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

N.E.W. Advisory Services’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	$4.48K	Sell	169 -9	-5%	-$240	﹤0.01%	753
2026 Q1	$4.74K	Hold	178	–	–	﹤0.01%	742
2025 Q4	$4.71K	Sell	178 -6	-3%	-$161	﹤0.01%	714
2025 Q3	$4.96K	Sell	184 -54	-23%	-$1.45K	﹤0.01%	663
2025 Q2	$6.35K	Sell	238 -130	-35%	-$3.44K	﹤0.01%	621
2025 Q1	$9.9K	Buy	+368	New	+$9.68K	﹤0.01%	614

Other funds holding SCHP

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

N.E.W. Advisory Services's SCHP Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Schwab US TIPS ETF (SCHP) stake by 5.1% in Q2 2026, selling an estimated $240 and leaving 169 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

N.E.W. Advisory Services first reported a position in SCHP in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.9K in Q1 2025. 584 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

N.E.W. Advisory Services held 169 shares of Schwab US TIPS ETF worth $4.48K as of Q2 2026.
N.E.W. Advisory Services sold 9 Schwab US TIPS ETF shares in Q2 2026, an estimated $240.
Schwab US TIPS ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #753 holding.
N.E.W. Advisory Services first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Schwab US TIPS ETF position peaked at $9.9K in Q1 2025.
584 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.