Wealthcare Capital Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Wealthcare Capital Partners’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	$6.81M	Buy	256,955 +6,960	+3%	+$186K	2.81%	5
2026 Q1	$6.65M	Sell	249,995 -2,183	-0.9%	-$58.2K	3.12%	5
2025 Q4	$6.68M	Buy	252,178 +3,712	+1%	+$99.6K	3.13%	5
2025 Q3	$6.7M	Buy	248,466 +15,963	+7%	+$427K	3.08%	5
2025 Q2	$6.2M	Sell	232,503 -2,904	-1%	-$76.8K	3.12%	5
2025 Q1	$6.33M	Sell	235,407 -3,938	-2%	-$104K	3.25%	5
2024 Q4	$6.18M	Buy	+239,345	New	+$6.29M	3.22%	5

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wealthcare Capital Partners's SCHP Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Schwab US TIPS ETF (SCHP) stake by 2.8% in Q2 2026, buying an estimated $186K and bringing the position to 256,955 shares worth $6.81M. The position accounts for 2.81% of the portfolio, ranked #5.

Wealthcare Capital Partners first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Wealthcare Capital Partners held 256,955 shares of Schwab US TIPS ETF worth $6.81M as of Q2 2026.
Wealthcare Capital Partners bought 6,960 Schwab US TIPS ETF shares in Q2 2026, an estimated $186K.
Schwab US TIPS ETF made up 2.81% of Wealthcare Capital Partners's portfolio in Q2 2026, its #5 holding.
Wealthcare Capital Partners first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.