Private Wealth Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Private Wealth Asset Management’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	$71.5K	Buy	2,698 +27	+1%	+$720	0.01%	381
2026 Q1	$71.1K	Sell	2,671 -38	-1%	-$1.01K	0.01%	377
2025 Q4	$71.7K	Buy	2,709 +2,042	+306%	+$54.8K	0.01%	366
2025 Q3	$18K	Buy	667 +666	+66,600%	+$17.8K	﹤0.01%	545
2025 Q2	$14	Hold	1	–	–	﹤0.01%	1085
2025 Q1	$14	Buy	+1	New	+$26	﹤0.01%	1180

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

Private Wealth Asset Management's SCHP Position: Q2 2026 in Review

Private Wealth Asset Management increased its Schwab US TIPS ETF (SCHP) stake by 1% in Q2 2026, buying an estimated $720 and bringing the position to 2,698 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #381.

Private Wealth Asset Management first reported a position in SCHP in Q1 2025 and has held it in 6 quarters since. The position peaked at $71.7K in Q4 2025. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Private Wealth Asset Management held 2,698 shares of Schwab US TIPS ETF worth $71.5K as of Q2 2026.
Private Wealth Asset Management bought 27 Schwab US TIPS ETF shares in Q2 2026, an estimated $720.
Schwab US TIPS ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #381 holding.
Private Wealth Asset Management first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Schwab US TIPS ETF position peaked at $71.7K in Q4 2025.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.