PNFS
SCHP icon

PW Nova Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

PW Nova Financial Services’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 		$242K Sell
9,131
-148
-2% -$3.95K 0.05% 187
2026
Q1 		$247K Buy
9,279
+873
+10% +$23.3K 0.06% 173
2025
Q4 		$223K Buy
+8,406
New +$225K 0.08% 100

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

PW Nova Financial Services's SCHP Position: Q2 2026 in Review

PW Nova Financial Services reduced its Schwab US TIPS ETF (SCHP) stake by 1.6% in Q2 2026, selling an estimated $3.95K and leaving 9,131 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #187.

PW Nova Financial Services first reported a position in SCHP in Q4 2025 and has held it in 3 quarters since. The position peaked at $247K in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • PW Nova Financial Services held 9,131 shares of Schwab US TIPS ETF worth $242K as of Q2 2026.
  • PW Nova Financial Services sold 148 Schwab US TIPS ETF shares in Q2 2026, an estimated $3.95K.
  • Schwab US TIPS ETF made up 0.05% of PW Nova Financial Services's portfolio in Q2 2026, its #187 holding.
  • PW Nova Financial Services first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • PW Nova Financial Services's Schwab US TIPS ETF position peaked at $247K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.