SPW
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Surience Private Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Surience Private Wealth’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 		$378K Sell
14,261
-1,200
-8% -$32K 0.33% 40
2026
Q1 		$411K Buy
+15,461
New +$412K 0.44% 37

Other funds holding SCHP

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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

Surience Private Wealth's SCHP Position: Q2 2026 in Review

Surience Private Wealth reduced its Schwab US TIPS ETF (SCHP) stake by 7.8% in Q2 2026, selling an estimated $32K and leaving 14,261 shares worth $378K. The position accounts for 0.33% of the portfolio, ranked #40.

Surience Private Wealth first reported a position in SCHP in Q1 2026 and has held it in 2 quarters since. The position peaked at $411K in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Surience Private Wealth held 14,261 shares of Schwab US TIPS ETF worth $378K as of Q2 2026.
  • Surience Private Wealth sold 1,200 Schwab US TIPS ETF shares in Q2 2026, an estimated $32K.
  • Schwab US TIPS ETF made up 0.33% of Surience Private Wealth's portfolio in Q2 2026, its #40 holding.
  • Surience Private Wealth first reported a position in Schwab US TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • Surience Private Wealth's Schwab US TIPS ETF position peaked at $411K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.