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

Sowell 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 		$214K Sell
8,093
-152
-2% -$4.06K 0.01% 1044
2026
Q1 		$219K Sell
8,245
-542
-6% -$14.5K 0.01% 996
2025
Q4 		$233K Sell
8,787
-16,063
-65% -$431K 0.01% 940
2025
Q3 		$670K Sell
24,850
-106
-0.4% -$2.84K 0.03% 547
2025
Q2 		$666K Sell
24,956
-237
-0.9% -$6.27K 0.03% 533
2025
Q1 		$677K Sell
25,193
-207
-0.8% -$5.44K 0.03% 510
2024
Q4 		$656K Sell
25,400
-4,034
-14% -$106K 0.03% 380
2024
Q3 		$789K Sell
29,434
-1,520
-5% -$40.1K 0.04% 381
2024
Q2 		$805K Sell
30,954
-4,836
-14% -$125K 0.04% 363
2024
Q1 		$933K Sell
35,790
-7,850
-18% -$204K 0.04% 355
2023
Q4 		$1.14M Sell
43,640
-7,408
-15% -$188K 0.06% 302
2023
Q3 		$1.29M Sell
51,048
-4,010
-7% -$103K 0.08% 269
2023
Q2 		$1.44M Buy
55,058
+2,842
+5% +$75.3K 0.08% 283
2023
Q1 		$1.4M Sell
52,216
-14,138
-21% -$372K 0.11% 228
2022
Q4 		$1.72M Buy
66,354
+10,512
+19% +$275K 0.11% 213
2022
Q3 		$1.45M Buy
+55,842
New +$1.55M 0.15% 184
2022
Q1 		– Sell
-54,026
Closed -$1.7M – 442
2021
Q4 		$1.7M Buy
54,026
+8,556
+19% +$269K 0.1% 228
2021
Q3 		$1.42M Buy
45,470
+2,626
+6% +$82.9K 0.1% 240
2021
Q2 		$1.34M Buy
42,844
+29,100
+212% +$902K 0.09% 259
2021
Q1 		$428K Buy
13,744
+9,758
+245% +$301K 0.01% 713
2020
Q4 		$124K Buy
3,986
+552
+16% +$17K 0.01% 1068
2020
Q3 		$106K Hold
3,434
– – 0.01% 953
2020
Q2 		$103K Sell
3,434
-1,110
-24% -$32.9K 0.01% 954
2020
Q1 		$131K Buy
4,544
+1,298
+40% +$37.2K 0.01% 768
2019
Q4 		$92K Sell
3,246
-1,424
-30% -$40.4K 0.01% 946
2019
Q3 		$133K Buy
+4,670
New +$132K 0.01% 752

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

Sowell Financial Services's SCHP Position: Q2 2026 in Review

Sowell Financial Services reduced its Schwab US TIPS ETF (SCHP) stake by 1.8% in Q2 2026, selling an estimated $4.06K and leaving 8,093 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #1044.

Sowell Financial Services first reported a position in SCHP in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.72M in Q4 2022. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Sowell Financial Services held 8,093 shares of Schwab US TIPS ETF worth $214K as of Q2 2026.
  • Sowell Financial Services sold 152 Schwab US TIPS ETF shares in Q2 2026, an estimated $4.06K.
  • Schwab US TIPS ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1044 holding.
  • Sowell Financial Services first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 26 quarters since.
  • Sowell Financial Services's Schwab US TIPS ETF position peaked at $1.72M in Q4 2022.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.