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

Rialto Wealth 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 		$72K Sell
2,717
-75
-3% -$2K 0.01% 293
2026
Q1 		$74.3K Hold
2,792
– – 0.02% 247
2025
Q4 		$74K Hold
2,792
– – 0.02% 249
2025
Q3 		$75.2K Hold
2,792
– – 0.02% 231
2025
Q2 		$74.5K Hold
2,792
– – 0.02% 229
2025
Q1 		$75.1K Hold
2,792
– – 0.02% 221
2024
Q4 		$72.1K Buy
+2,792
New +$73.4K 0.02% 227

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

Rialto Wealth Management's SCHP Position: Q2 2026 in Review

Rialto Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 2.7% in Q2 2026, selling an estimated $2K and leaving 2,717 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #293.

Rialto Wealth Management first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $75.2K in Q3 2025. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Rialto Wealth Management held 2,717 shares of Schwab US TIPS ETF worth $72K as of Q2 2026.
  • Rialto Wealth Management sold 75 Schwab US TIPS ETF shares in Q2 2026, an estimated $2K.
  • Schwab US TIPS ETF made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Rialto Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Schwab US TIPS ETF position peaked at $75.2K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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