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

Wealth Management Resources’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 		$209K Hold
7,894
– – 0.06% 31
2026
Q1 		$210K Hold
7,894
– – 0.07% 28
2025
Q4 		$209K Sell
7,894
-453
-5% -$12.2K 0.07% 28
2025
Q3 		$225K Sell
8,347
-1,574
-16% -$42.1K 0.07% 31
2025
Q2 		$265K Sell
9,921
-635
-6% -$16.8K 0.09% 31
2025
Q1 		$284K Hold
10,556
– – 0.1% 30
2024
Q4 		$273K Sell
10,556
-10,544
-50% -$277K 0.1% 30
2024
Q3 		$566K Sell
21,100
-23,454
-53% -$619K 0.23% 27
2024
Q2 		$1.16M Sell
44,554
-408,542
-90% -$10.6M 0.5% 25
2024
Q1 		$11.8M Buy
453,096
+8,900
+2% +$231K 5.11% 10
2023
Q4 		$11.6M Buy
444,196
+39,914
+10% +$1.02M 5.45% 7
2023
Q3 		$10.2M Buy
404,282
+37,544
+10% +$968K 4.93% 7
2023
Q2 		$9.63M Buy
366,738
+324,092
+760% +$8.59M 5.6% 9
2023
Q1 		$1.14M Sell
42,646
-2,064
-5% -$54.3K 0.7% 19
2022
Q4 		$1.16M Sell
44,710
-6,002
-12% -$157K 0.75% 19
2022
Q3 		$1.31M Buy
50,712
+2,772
+6% +$77.1K 0.87% 19
2022
Q2 		$134K Sell
47,940
-22,482
-32% -$652K 0.08% 40
2022
Q1 		$2.14M Sell
70,422
-24,674
-26% -$757K 1.48% 16
2021
Q4 		$2.99M Buy
+95,096
New +$2.99M 1.93% 17

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

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

Wealth Management Resources held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 7,894 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #31.

Wealth Management Resources first reported a position in SCHP in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.8M in Q1 2024. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Wealth Management Resources held 7,894 shares of Schwab US TIPS ETF worth $209K as of Q2 2026.
  • Wealth Management Resources left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up 0.06% of Wealth Management Resources's portfolio in Q2 2026, its #31 holding.
  • Wealth Management Resources first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealth Management Resources's Schwab US TIPS ETF position peaked at $11.8M in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.