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SWS Partners’s Schwab US TIPS ETF SCHP Stock Holding History

SWS Partners’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 		$1.41M Buy
53,146
+476
+0.9% +$12.7K 0.3% 82
2026
Q1 		$1.4M Buy
52,670
+6,281
+14% +$168K 0.35% 85
2025
Q4 		$1.23M Buy
46,389
+1,732
+4% +$46.5K 0.3% 89
2025
Q3 		$1.2M Buy
44,657
+3,068
+7% +$82.1K 0.29% 91
2025
Q2 		$1.11M Buy
41,589
+5,868
+16% +$155K 0.3% 91
2025
Q1 		$961K Buy
35,721
+9,484
+36% +$249K 0.32% 88
2024
Q4 		$678K Buy
+26,237
New +$690K 0.21% 101
2024
Q3 		– Sell
-1,536
Closed -$39.9K – 263
2024
Q2 		$39.9K Buy
+1,536
New +$39.7K 0.01% 175
2018
Q2 		– Sell
-1,128
Closed -$31K – 273
2018
Q1 		$31K Sell
1,128
-276
-20% -$7.55K 0.02% 181
2017
Q4 		$39K Buy
+1,404
New +$38.8K 0.03% 167

Other funds holding SCHP

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

SWS Partners's SCHP Position: Q2 2026 in Review

SWS Partners increased its Schwab US TIPS ETF (SCHP) stake by 0.9% in Q2 2026, buying an estimated $12.7K and bringing the position to 53,146 shares worth $1.41M. The position accounts for 0.3% of the portfolio, ranked #82.

SWS Partners first reported a position in SCHP in Q4 2017 and has held it in 10 quarters since. 425 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • SWS Partners held 53,146 shares of Schwab US TIPS ETF worth $1.41M as of Q2 2026.
  • SWS Partners bought 476 Schwab US TIPS ETF shares in Q2 2026, an estimated $12.7K.
  • Schwab US TIPS ETF made up 0.3% of SWS Partners's portfolio in Q2 2026, its #82 holding.
  • SWS Partners first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 10 quarters since.
  • 425 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.