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WealthPlan Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

WealthPlan Investment Management’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 		$484K Sell
18,273
-439
-2% -$11.7K 0.02% 325
2026
Q1 		$498K Sell
18,712
-41
-0.2% -$1.09K 0.03% 301
2025
Q4 		$497K Sell
18,753
-920
-5% -$24.7K 0.03% 258
2025
Q3 		$530K Sell
19,673
-294
-1% -$7.87K 0.04% 223
2025
Q2 		$533K Sell
19,967
-507
-2% -$13.4K 0.04% 231
2025
Q1 		$551K Sell
20,474
-933
-4% -$24.5K 0.05% 162
2024
Q4 		$553K Buy
+21,407
New +$563K 0.05% 161
2023
Q3 		– Sell
-74
Closed -$1.94K – 312
2023
Q2 		$1.94K Sell
74
-11,740
-99% -$311K ﹤0.01% 321
2023
Q1 		$317K Sell
11,814
-37,888
-76% -$997K 0.05% 136
2022
Q4 		$1.3M Sell
49,702
-510,500
-91% -$13.4M 0.09% 159
2022
Q3 		$15M Buy
+560,202
New +$15.6M 1.09% 29
2022
Q1 		$1.21M Buy
+40,860
New +$1.25M 0.08% 155

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

WealthPlan Investment Management's SCHP Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Schwab US TIPS ETF (SCHP) stake by 2.3% in Q2 2026, selling an estimated $11.7K and leaving 18,273 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #325.

WealthPlan Investment Management first reported a position in SCHP in Q1 2022 and has held it in 12 quarters since. The position peaked at $15M in Q3 2022. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • WealthPlan Investment Management held 18,273 shares of Schwab US TIPS ETF worth $484K as of Q2 2026.
  • WealthPlan Investment Management sold 439 Schwab US TIPS ETF shares in Q2 2026, an estimated $11.7K.
  • Schwab US TIPS ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #325 holding.
  • WealthPlan Investment Management first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 12 quarters since.
  • WealthPlan Investment Management's Schwab US TIPS ETF position peaked at $15M in Q3 2022.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.