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

Sagace 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	$4.83M	Sell	182,285 -2,549	-1%	-$68K	3.03%	10
2026 Q1	$4.92M	Buy	184,834 +2,719	+1%	+$72.5K	3.3%	7
2025 Q4	$4.82M	Buy	182,115 +1,724	+1%	+$46.2K	3.27%	8
2025 Q3	$4.86M	Buy	180,391 +149,470	+483%	+$4M	3.3%	7
2025 Q2	$825K	Sell	30,921 -571	-2%	-$15.1K	0.62%	37
2025 Q1	$847K	Hold	31,492	–	–	0.64%	38
2024 Q4	$813K	Sell	31,492 -141,268	-82%	-$3.71M	0.61%	41
2024 Q3	$2.29M	Buy	172,760 +92,876	+116%	+$2.45M	1.77%	20
2024 Q2	$2.08M	Buy	+79,884	New	+$2.07M	2.04%	17

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

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

Sagace Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 1.4% in Q2 2026, selling an estimated $68K and leaving 182,285 shares worth $4.83M. The position accounts for 3.03% of the portfolio, ranked #10.

Sagace Wealth Management first reported a position in SCHP in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.92M in Q1 2026. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Sagace Wealth Management held 182,285 shares of Schwab US TIPS ETF worth $4.83M as of Q2 2026.
Sagace Wealth Management sold 2,549 Schwab US TIPS ETF shares in Q2 2026, an estimated $68K.
Schwab US TIPS ETF made up 3.03% of Sagace Wealth Management's portfolio in Q2 2026, its #10 holding.
Sagace Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's Schwab US TIPS ETF position peaked at $4.92M in Q1 2026.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.