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Wagner Wealth Management (South Carolina)’s Schwab US TIPS ETF SCHP Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$5.14K Hold
194
– – ﹤0.01% 246
2026
Q1 		$5.15K Buy
194
+180
+1,286% +$4.8K ﹤0.01% 238
2025
Q4 		$361 Buy
14
+1
+8% +$27 ﹤0.01% 258
2025
Q3 		$362 Hold
13
– – ﹤0.01% 236
2025
Q2 		$354 Sell
13
-352
-96% -$9.31K ﹤0.01% 242
2025
Q1 		$9.82K Buy
365
+64
+21% +$1.68K ﹤0.01% 192
2024
Q4 		$7.77K Buy
301
+77
+34% +$2.02K ﹤0.01% 196
2024
Q3 		$6.01K Buy
224
+22
+11% +$581 ﹤0.01% 194
2024
Q2 		$5.25K Buy
202
+36
+22% +$931 ﹤0.01% 223
2024
Q1 		$4.33K Sell
166
-26
-14% -$674 ﹤0.01% 222
2023
Q4 		$4.99K Buy
192
+32
+20% +$814 ﹤0.01% 208
2023
Q3 		$4.05K Buy
160
+62
+63% +$1.6K ﹤0.01% 189
2023
Q2 		$2.57K Buy
98
+32
+48% +$848 ﹤0.01% 202
2023
Q1 		$1.76K Buy
66
+8
+14% +$211 ﹤0.01% 200
2022
Q4 		$1.49K Sell
58
-46
-44% -$1.2K ﹤0.01% 215
2022
Q3 		$3K Hold
104
– – ﹤0.01% 586
2022
Q2 		$3K Sell
104
-100
-49% -$2.9K ﹤0.01% 593
2022
Q1 		$6K Buy
204
+144
+240% +$4.42K ﹤0.01% 189
2021
Q4 		$2K Hold
60
– – ﹤0.01% 640
2021
Q3 		$2K Hold
60
– – ﹤0.01% 608
2021
Q2 		$2K Sell
60
-1,000
-94% -$31K ﹤0.01% 644
2021
Q1 		$32K Hold
1,060
– – 0.03% 292
2020
Q4 		$33K Buy
+1,060
New +$32.6K 0.03% 151
2018
Q1 		– Sell
-368
Closed -$10K – 673
2017
Q4 		$10K Buy
+368
New +$10.2K 0.01% 412

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

Wagner Wealth Management (South Carolina)'s SCHP Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 194 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Wagner Wealth Management (South Carolina) first reported a position in SCHP in Q4 2017 and has held it in 24 quarters since. The position peaked at $33K in Q4 2020. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 194 shares of Schwab US TIPS ETF worth $5.14K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #246 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 24 quarters since.
  • Wagner Wealth Management (South Carolina)'s Schwab US TIPS ETF position peaked at $33K in Q4 2020.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.