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

VCI 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 		$10.3M Sell
388,909
-2,561
-0.7% -$68.3K 2.58% 11
2026
Q1 		$10.4M Buy
391,470
+39,447
+11% +$1.05M 2.89% 9
2025
Q4 		$9.33M Buy
352,023
+30,063
+9% +$806K 2.59% 10
2025
Q3 		$8.68M Buy
321,960
+17,481
+6% +$468K 2.63% 9
2025
Q2 		$8.12M Buy
304,479
+34,442
+13% +$911K 2.84% 7
2025
Q1 		$7.26M Buy
270,037
+18,038
+7% +$474K 3.05% 7
2024
Q4 		$6.51M Buy
251,999
+75
+0% +$1.97K 2.76% 9
2024
Q3 		$6.76M Buy
251,924
+22,792
+10% +$602K 3.01% 8
2024
Q2 		$5.96M Buy
229,132
+69,336
+43% +$1.79M 2.95% 8
2024
Q1 		$4.17M Sell
159,796
-20,338
-11% -$528K 2.82% 7
2023
Q4 		$4.7M Buy
+180,134
New +$4.58M 2.86% 7

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

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

VCI Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 0.65% in Q2 2026, selling an estimated $68.3K and leaving 388,909 shares worth $10.3M. The position accounts for 2.58% of the portfolio, ranked #11.

VCI Wealth Management first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4M in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • VCI Wealth Management held 388,909 shares of Schwab US TIPS ETF worth $10.3M as of Q2 2026.
  • VCI Wealth Management sold 2,561 Schwab US TIPS ETF shares in Q2 2026, an estimated $68.3K.
  • Schwab US TIPS ETF made up 2.58% of VCI Wealth Management's portfolio in Q2 2026, its #11 holding.
  • VCI Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
  • VCI Wealth Management's Schwab US TIPS ETF position peaked at $10.4M in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.