Wealthedge Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Wealthedge Investment Advisors’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	$4.34M	Sell	163,724 -17,316	-10%	-$462K	1.48%	19
2026 Q1	$4.82M	Sell	181,040 -85,893	-32%	-$2.29M	1.77%	16
2025 Q4	$7.07M	Buy	266,933 +35,093	+15%	+$941K	2.62%	10
2025 Q3	$6.25M	Sell	231,840 -18,596	-7%	-$498K	2.36%	9
2025 Q2	$6.68M	Buy	+250,436	New	+$6.63M	2.78%	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

Wealthedge Investment Advisors's SCHP Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 9.6% in Q2 2026, selling an estimated $462K and leaving 163,724 shares worth $4.34M. The position accounts for 1.48% of the portfolio, ranked #19.

Wealthedge Investment Advisors first reported a position in SCHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.07M in Q4 2025. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Wealthedge Investment Advisors held 163,724 shares of Schwab US TIPS ETF worth $4.34M as of Q2 2026.
Wealthedge Investment Advisors sold 17,316 Schwab US TIPS ETF shares in Q2 2026, an estimated $462K.
Schwab US TIPS ETF made up 1.48% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #19 holding.
Wealthedge Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 5 quarters since.
Wealthedge Investment Advisors's Schwab US TIPS ETF position peaked at $7.07M in Q4 2025.
788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.