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

Seed 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	$4.23M	Sell	159,565 -62,295	-28%	-$1.66M	2.68%	9
2026 Q1	$5.9M	Buy	221,860 +7,295	+3%	+$195K	4.06%	4
2025 Q4	$5.68M	Sell	214,565 -3,810	-2%	-$102K	3.92%	3
2025 Q3	$5.89M	Sell	218,375 -205	-0.1%	-$5.49K	4.06%	3
2025 Q2	$5.83M	Buy	218,580 +24,825	+13%	+$657K	4.35%	2
2025 Q1	$5.21M	Buy	193,755 +22,335	+13%	+$587K	4.24%	3
2024 Q4	$4.43M	Buy	171,420 +39,380	+30%	+$1.03M	3.58%	4
2024 Q3	$3.54M	Sell	132,040 -190	-0.1%	-$5.02K	2.83%	6
2024 Q2	$3.44M	Buy	132,230 +43,140	+48%	+$1.12M	3%	6
2024 Q1	$2.31M	Sell	89,090 -2,040	-2%	-$52.9K	2.2%	10
2023 Q4	$2.38M	Buy	+91,130	New	+$2.32M	2.4%	10

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

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

Seed Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 28% in Q2 2026, selling an estimated $1.66M and leaving 159,565 shares worth $4.23M. The position accounts for 2.68% of the portfolio, ranked #9.

Seed Wealth Management first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.9M in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Seed Wealth Management held 159,565 shares of Schwab US TIPS ETF worth $4.23M as of Q2 2026.
Seed Wealth Management sold 62,295 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.66M.
Schwab US TIPS ETF made up 2.68% of Seed Wealth Management's portfolio in Q2 2026, its #9 holding.
Seed Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Seed Wealth Management's Schwab US TIPS ETF position peaked at $5.9M in Q1 2026.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.