Physician Wealth Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Physician Wealth Solutions’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	$1.91M	Hold	72,007	–	–	0.72%	24
2026 Q1	$1.92M	Sell	72,007 -6,034	-8%	-$161K	0.79%	24
2025 Q4	$2.07M	Hold	78,041	–	–	0.88%	25
2025 Q3	$2.1M	Hold	78,041	–	–	0.92%	24
2025 Q2	$2.08M	Sell	78,041 -3,880	-5%	-$103K	0.97%	24
2025 Q1	$2.2M	Sell	81,921 -2,372	-3%	-$62.4K	1.11%	23
2024 Q4	$2.18M	Sell	84,293 -83,565	-50%	-$2.2M	1.09%	23
2024 Q3	$2.21M	Buy	167,858 +87,454	+109%	+$2.31M	1.1%	23
2024 Q2	$2.09M	Buy	80,404 +962	+1%	+$24.9K	1.49%	22
2024 Q1	$2.07M	Buy	79,442 +1,944	+3%	+$50.4K	1.74%	21
2023 Q4	$2.02M	Buy	+77,498	New	+$1.97M	2.02%	21

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

Physician Wealth Solutions's SCHP Position: Q2 2026 in Review

Physician Wealth Solutions held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 72,007 shares worth $1.91M. The position accounts for 0.72% of the portfolio, ranked #24.

Physician Wealth Solutions first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.21M in Q3 2024. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Physician Wealth Solutions held 72,007 shares of Schwab US TIPS ETF worth $1.91M as of Q2 2026.
Physician Wealth Solutions left its Schwab US TIPS ETF share count unchanged in Q2 2026.
Schwab US TIPS ETF made up 0.72% of Physician Wealth Solutions's portfolio in Q2 2026, its #24 holding.
Physician Wealth Solutions first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Physician Wealth Solutions's Schwab US TIPS ETF position peaked at $2.21M in Q3 2024.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.