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Omni 360 Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Omni 360 Wealth’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 		$902K Buy
34,046
+2,055
+6% +$54.8K 0.42% 54
2026
Q1 		$851K Buy
31,991
+310
+1% +$8.27K 0.44% 51
2025
Q4 		$843K Buy
31,681
+1,288
+4% +$34.5K 0.43% 55
2025
Q3 		$819K Buy
30,393
+605
+2% +$16.2K 0.46% 52
2025
Q2 		$795K Buy
29,788
+956
+3% +$25.3K 0.49% 48
2025
Q1 		$775K Sell
28,832
-979
-3% -$25.7K 0.52% 46
2024
Q4 		$770K Sell
29,811
-27
-0.1% -$710 0.51% 50
2024
Q3 		$800K Sell
29,838
-508
-2% -$13.4K 0.55% 47
2024
Q2 		$789K Sell
30,346
-790
-3% -$20.4K 0.6% 44
2024
Q1 		$812K Buy
31,136
+438
+1% +$11.4K 0.67% 41
2023
Q4 		$801K Buy
+30,698
New +$781K 0.75% 37

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

Omni 360 Wealth's SCHP Position: Q2 2026 in Review

Omni 360 Wealth increased its Schwab US TIPS ETF (SCHP) stake by 6.4% in Q2 2026, buying an estimated $54.8K and bringing the position to 34,046 shares worth $902K. The position accounts for 0.42% of the portfolio, ranked #54.

Omni 360 Wealth first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Omni 360 Wealth held 34,046 shares of Schwab US TIPS ETF worth $902K as of Q2 2026.
  • Omni 360 Wealth bought 2,055 Schwab US TIPS ETF shares in Q2 2026, an estimated $54.8K.
  • Schwab US TIPS ETF made up 0.42% of Omni 360 Wealth's portfolio in Q2 2026, its #54 holding.
  • Omni 360 Wealth first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.