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Steward Partners Investment Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Steward Partners Investment Advisory’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 		$6.05M Buy
228,489
+9,859
+5% +$263K 0.03% 492
2026
Q1 		$5.82M Sell
218,630
-7,701
-3% -$205K 0.03% 459
2025
Q4 		$6M Buy
226,331
+1,949
+0.9% +$52.3K 0.03% 427
2025
Q3 		$6.05M Buy
224,382
+1,733
+0.8% +$46.4K 0.03% 421
2025
Q2 		$5.94M Buy
222,649
+7,055
+3% +$187K 0.05% 378
2025
Q1 		$5.8M Buy
215,594
+1,241
+0.6% +$32.6K 0.05% 353
2024
Q4 		$5.54M Sell
214,353
-14,897
-6% -$392K 0.05% 349
2024
Q3 		$6.15M Buy
229,250
+1,180
+0.5% +$31.2K 0.06% 319
2024
Q2 		$5.93M Sell
228,070
-319,026
-58% -$8.25M 0.06% 300
2024
Q1 		$14.3M Buy
547,096
+84,714
+18% +$2.2M 0.16% 132
2023
Q4 		$12.1M Sell
462,382
-51,796
-10% -$1.32M 0.16% 138
2023
Q3 		$13M Sell
514,178
-15,218
-3% -$392K 0.2% 112
2023
Q2 		$13.9M Buy
529,396
+80,270
+18% +$2.13M 0.21% 103
2023
Q1 		$12M Buy
449,126
+75,814
+20% +$2M 0.19% 119
2022
Q4 		$9.67M Buy
373,312
+18,156
+5% +$475K 0.16% 145
2022
Q3 		$9.2M Buy
355,156
+154,382
+77% +$4.29M 0.17% 140
2022
Q2 		$5.6M Sell
200,774
-10,484
-5% -$304K 0.1% 218
2022
Q1 		$6.41M Buy
211,258
+66,778
+46% +$2.05M 0.1% 217
2021
Q4 		$4.54M Buy
144,480
+24,830
+21% +$782K 0.07% 288
2021
Q3 		$3.74M Buy
119,650
+4,680
+4% +$148K 0.06% 303
2021
Q2 		$3.59M Sell
114,970
-73,194
-39% -$2.27M 0.06% 312
2021
Q1 		$5.75M Buy
188,164
+70,000
+59% +$2.16M 0.1% 214
2020
Q4 		$3.67M Buy
118,164
+4,722
+4% +$145K 0.08% 254
2020
Q3 		$3.5M Sell
113,442
-7,868
-6% -$241K 0.09% 232
2020
Q2 		$3.64M Buy
121,310
+27,700
+30% +$821K 0.1% 209
2020
Q1 		$2.69M Sell
93,610
-50,728
-35% -$1.45M 0.1% 220
2019
Q4 		$4.09M Buy
144,338
+9,374
+7% +$266K 0.12% 183
2019
Q3 		$3.83M Buy
134,964
+52,804
+64% +$1.5M 0.13% 171
2019
Q2 		$2.31M Buy
82,160
+15,374
+23% +$426K 0.08% 236
2019
Q1 		$1.84M Buy
66,786
+23,446
+54% +$633K 0.08% 249
2018
Q4 		$1.15M Buy
43,340
+42,534
+5,277% +$1.13M 0.06% 308
2018
Q3 		$22K Buy
806
+48
+6% +$1.31K ﹤0.01% 1519
2018
Q2 		$21K Buy
+758
New +$20.7K ﹤0.01% 1454

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

Steward Partners Investment Advisory's SCHP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Schwab US TIPS ETF (SCHP) stake by 4.5% in Q2 2026, buying an estimated $263K and bringing the position to 228,489 shares worth $6.05M. The position accounts for 0.03% of the portfolio, ranked #492.

Steward Partners Investment Advisory first reported a position in SCHP in Q2 2018 and has held it in 33 quarters since. The position peaked at $14.3M in Q1 2024. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Steward Partners Investment Advisory held 228,489 shares of Schwab US TIPS ETF worth $6.05M as of Q2 2026.
  • Steward Partners Investment Advisory bought 9,859 Schwab US TIPS ETF shares in Q2 2026, an estimated $263K.
  • Schwab US TIPS ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #492 holding.
  • Steward Partners Investment Advisory first reported a position in Schwab US TIPS ETF in Q2 2018 and has held it in 33 quarters since.
  • Steward Partners Investment Advisory's Schwab US TIPS ETF position peaked at $14.3M in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.