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Wealth Forward LLC’s Schwab US TIPS ETF SCHP Stock Holding History

Wealth Forward LLC’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 		$687K Buy
+25,936
New +$692K 0.34% 23

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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

Wealth Forward LLC's SCHP Position: Q2 2026 in Review

Wealth Forward LLC opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 25,936 shares worth $687K. The stake represents 0.34% of the portfolio and ranks #23 among its holdings.

782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Wealth Forward LLC held 25,936 shares of Schwab US TIPS ETF worth $687K as of Q2 2026.
  • Schwab US TIPS ETF was a new Wealth Forward LLC position in Q2 2026.
  • Schwab US TIPS ETF made up 0.34% of Wealth Forward LLC's portfolio in Q2 2026, its #23 holding.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.