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

Stockman 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	$1.05M	Buy	+39,715	New	+$1.06M	0.11%	82
2019 Q2	–	Sell	-7,390	Closed	-$203K	–	160
2019 Q1	$203K	Sell	7,390 -11,950	-62%	-$323K	0.09%	138
2018 Q4	$515K	Buy	19,340 +4,950	+34%	+$132K	0.25%	76
2018 Q3	$388K	Buy	14,390 +3,400	+31%	+$92.6K	0.17%	99
2018 Q2	$302K	Buy	10,990 +590	+6%	+$16.1K	0.14%	110
2018 Q1	$285K	Sell	10,400 -200	-2%	-$5.47K	0.13%	117
2017 Q4	$294K	Sell	10,600 -100	-0.9%	-$2.77K	0.13%	117
2017 Q3	$296K	Sell	10,700 -3,600	-25%	-$99.7K	0.14%	112
2017 Q2	$394K	Buy	14,300 +1,000	+8%	+$27.7K	0.39%	74
2017 Q1	$369K	Buy	13,300 +700	+6%	+$19.3K	0.21%	93
2016 Q4	$345K	Buy	+12,600	New	+$351K	0.21%	89

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

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

Stockman Wealth Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 39,715 shares worth $1.05M. The stake represents 0.11% of the portfolio and ranks #82 among its holdings. This is a return to the name: Stockman Wealth Management previously reported a position in SCHP as recently as Q1 2019.

Stockman Wealth Management first reported a position in SCHP in Q4 2016 and has held it in 11 quarters since. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Stockman Wealth Management held 39,715 shares of Schwab US TIPS ETF worth $1.05M as of Q2 2026.
Schwab US TIPS ETF was a new Stockman Wealth Management position in Q2 2026.
Schwab US TIPS ETF made up 0.11% of Stockman Wealth Management's portfolio in Q2 2026, its #82 holding.
Stockman Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 11 quarters since.
790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.