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

Spire 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 		$277K Sell
10,460
-2,357
-18% -$62.9K 0.01% 693
2026
Q1 		$341K Buy
12,817
+2,174
+20% +$58K 0.01% 629
2025
Q4 		$282K Buy
10,643
+849
+9% +$22.8K 0.01% 700
2025
Q3 		$264K Sell
9,794
-105
-1% -$2.81K 0.01% 708
2025
Q2 		$264K Sell
9,899
-2,339
-19% -$61.9K 0.01% 689
2025
Q1 		$329K Sell
12,238
-206
-2% -$5.42K 0.01% 688
2024
Q4 		$321K Sell
12,444
-724
-5% -$19K 0.01% 685
2024
Q3 		$353K Sell
13,168
-10,516
-44% -$278K 0.01% 599
2024
Q2 		$616K Buy
23,684
+20,542
+654% +$531K 0.02% 443
2024
Q1 		$82K Buy
3,142
+848
+37% +$22K ﹤0.01% 1050
2023
Q4 		$59.6K Sell
2,294
-194
-8% -$4.93K ﹤0.01% 1153
2023
Q3 		$62.8K Buy
2,488
+176
+8% +$4.54K ﹤0.01% 1087
2023
Q2 		$60.6K Sell
2,312
-3,616
-61% -$95.9K ﹤0.01% 1128
2023
Q1 		$159K Sell
5,928
-11,288
-66% -$297K 0.01% 802
2022
Q4 		$446K Buy
17,216
+6,606
+62% +$173K 0.03% 379
2022
Q3 		$275K Sell
10,610
-544
-5% -$15.1K 0.02% 457
2022
Q2 		$311K Sell
11,154
-37,738
-77% -$1.1M 0.01% 623
2022
Q1 		$1.51M Buy
48,892
+25,816
+112% +$792K 0.04% 315
2021
Q4 		$726K Buy
23,076
+502
+2% +$15.8K 0.02% 578
2021
Q3 		$706K Sell
22,574
-22
-0.1% -$694 0.02% 496
2021
Q2 		$706K Sell
22,596
-1,642
-7% -$50.9K 0.02% 516
2021
Q1 		$741K Buy
+24,238
New +$747K 0.02% 540

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Spire Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 18% in Q2 2026, selling an estimated $62.9K and leaving 10,460 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #693.

Spire Wealth Management first reported a position in SCHP in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.51M in Q1 2022. 149 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Spire Wealth Management held 10,460 shares of Schwab US TIPS ETF worth $277K as of Q2 2026.
  • Spire Wealth Management sold 2,357 Schwab US TIPS ETF shares in Q2 2026, an estimated $62.9K.
  • Schwab US TIPS ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #693 holding.
  • Spire Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab US TIPS ETF position peaked at $1.51M in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.