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Vise Technologies’s Schwab US TIPS ETF SCHP Stock Holding History

Vise Technologies’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 		$7.2M Buy
271,634
+47,855
+21% +$1.28M 0.08% 200
2026
Q1 		$5.93M Hold
223,779
– – 0.12% 145
2025
Q4 		$5.93M Buy
223,779
+27,744
+14% +$744K 0.12% 145
2025
Q3 		$5.28M Buy
196,035
+20,986
+12% +$562K 0.2% 105
2025
Q2 		$4.67M Buy
+175,049
New +$4.63M 0.19% 114
2024
Q4 		$4.06M Sell
157,161
-10,177
-6% -$267K 0.34% 54
2024
Q3 		$4.49M Buy
167,338
+2,640
+2% +$69.7K 0.57% 36
2024
Q2 		$4.28M Buy
164,698
+31,696
+24% +$819K 0.75% 31
2024
Q1 		$3.47M Buy
133,002
+1,232
+0.9% +$32K 0.68% 38
2023
Q4 		$3.44M Sell
131,770
-68,178
-34% -$1.73M 0.74% 34
2023
Q3 		$5.05M Sell
199,948
-37,908
-16% -$977K 1.24% 18
2023
Q2 		$6.24M Buy
237,856
+30,678
+15% +$813K 1.51% 14
2023
Q1 		$5.55M Buy
207,178
+15,362
+8% +$404K 1.46% 13
2022
Q4 		$4.97M Sell
191,816
-6,226
-3% -$163K 1.55% 12
2022
Q3 		$5.13M Buy
198,042
+47,508
+32% +$1.32M 1.93% 11
2022
Q2 		$4.2M Buy
150,534
+45,150
+43% +$1.31M 1.63% 13
2022
Q1 		$3.2M Buy
+105,384
New +$3.23M 1.2% 22

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

Vise Technologies's SCHP Position: Q2 2026 in Review

Vise Technologies increased its Schwab US TIPS ETF (SCHP) stake by 21% in Q2 2026, buying an estimated $1.28M and bringing the position to 271,634 shares worth $7.2M. The position accounts for 0.08% of the portfolio, ranked #200.

Vise Technologies first reported a position in SCHP in Q1 2022 and has held it in 17 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Vise Technologies held 271,634 shares of Schwab US TIPS ETF worth $7.2M as of Q2 2026.
  • Vise Technologies bought 47,855 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.28M.
  • Schwab US TIPS ETF made up 0.08% of Vise Technologies's portfolio in Q2 2026, its #200 holding.
  • Vise Technologies first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 17 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.