Oak Harbor Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Oak Harbor Wealth Partners’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	–	Sell	-18	Closed	-$479	–	281
2026 Q1	$479	Hold	18	–	–	﹤0.01%	276
2025 Q4	$477	Buy	+18	New	+$483	﹤0.01%	277
2022 Q2	–	Sell	-326	Closed	-$10K	–	227
2022 Q1	$10K	Sell	326 -1,502	-82%	-$46.1K	﹤0.01%	220
2021 Q4	$57K	Buy	+1,828	New	+$57.6K	0.02%	192

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

Oak Harbor Wealth Partners's SCHP Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 18 shares — an estimated $479 sold.

Oak Harbor Wealth Partners first reported a position in SCHP in Q4 2021 and held it in 4 quarters. The position peaked at $57K in Q4 2021. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 18 Schwab US TIPS ETF shares in Q2 2026, an estimated $479.
Oak Harbor Wealth Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 4 quarters.
Oak Harbor Wealth Partners's Schwab US TIPS ETF position peaked at $57K in Q4 2021.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.