PWP
SCHP icon

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

Perfromance 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 		$3.5M Sell
131,947
-509
-0.4% -$13.6K 0.09% 51
2026
Q1 		$3.52M Sell
132,456
-6,095
-4% -$163K 0.1% 40
2025
Q4 		$3.67M Sell
138,551
-3,450
-2% -$92.5K 0.1% 34
2025
Q3 		$3.83M Sell
142,001
-5,366
-4% -$144K 0.11% 32
2025
Q2 		$3.93M Sell
147,367
-4,640
-3% -$123K 0.13% 31
2025
Q1 		$4.09M Sell
152,007
-1,696
-1% -$44.6K 0.15% 28
2024
Q4 		$3.97M Sell
153,703
-13,795
-8% -$363K 0.13% 31
2024
Q3 		$4.49M Sell
167,498
-1,930
-1% -$51K 0.15% 29
2024
Q2 		$4.41M Sell
169,428
-5,880
-3% -$152K 0.16% 25
2024
Q1 		$4.57M Sell
175,308
-36,372
-17% -$944K 0.19% 35
2023
Q4 		$5.52M Sell
211,680
-3,906
-2% -$99.4K 0.24% 33
2023
Q3 		$5.44M Buy
215,586
+76,370
+55% +$1.97M 0.26% 35
2023
Q2 		$3.61M Buy
139,216
+100,846
+263% +$2.67M 0.17% 45
2023
Q1 		$1.03M Buy
+38,370
New +$1.01M 0.05% 74

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

Perfromance Wealth Partners's SCHP Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Schwab US TIPS ETF (SCHP) stake by 0.38% in Q2 2026, selling an estimated $13.6K and leaving 131,947 shares worth $3.5M. The position accounts for 0.09% of the portfolio, ranked #51.

Perfromance Wealth Partners first reported a position in SCHP in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.52M in Q4 2023. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Perfromance Wealth Partners held 131,947 shares of Schwab US TIPS ETF worth $3.5M as of Q2 2026.
  • Perfromance Wealth Partners sold 509 Schwab US TIPS ETF shares in Q2 2026, an estimated $13.6K.
  • Schwab US TIPS ETF made up 0.09% of Perfromance Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Perfromance Wealth Partners first reported a position in Schwab US TIPS ETF in Q1 2023 and has held it in 14 quarters since.
  • Perfromance Wealth Partners's Schwab US TIPS ETF position peaked at $5.52M in Q4 2023.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.