Surience Private Wealth
SCHP icon

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
Q3 		$369K Buy
14,680
+419
+3% +$10.9K 0.35% 39
2026
Q2 		$378K Sell
14,261
-1,200
-8% -$32K 0.33% 40
2026
Q1 		$411K Buy
+15,461
New +$412K 0.44% 37

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Armstrong Advisory Group
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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Surience Private Wealth's SCHP Position: Q3 2026 in Review

Surience Private Wealth increased its Schwab US TIPS ETF (SCHP) stake by 2.9% in Q3 2026, buying an estimated $10.9K and bringing the position to 14,680 shares worth $369K. The position accounts for 0.35% of the portfolio, ranked #39.

Surience Private Wealth first reported a position in SCHP in Q1 2026 and has held it in 3 quarters since. The position peaked at $411K in Q1 2026. 233 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Surience Private Wealth held 14,680 shares of Schwab US TIPS ETF worth $369K as of Q3 2026.
  • Surience Private Wealth bought 419 Schwab US TIPS ETF shares in Q3 2026, an estimated $10.9K.
  • Schwab US TIPS ETF made up 0.35% of Surience Private Wealth's portfolio in Q3 2026, its #39 holding.
  • Surience Private Wealth first reported a position in Schwab US TIPS ETF in Q1 2026 and has held it in 3 quarters since.
  • Surience Private Wealth's Schwab US TIPS ETF position peaked at $411K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.