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WealthShield Partners’s Schwab US TIPS ETF SCHP Stock Holding History

WealthShield 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 		– Sell
-754
Closed -$20.1K – 568
2026
Q1 		$20.1K Hold
754
– – ﹤0.01% 500
2025
Q4 		$20K Hold
754
– – ﹤0.01% 480
2025
Q3 		$20.3K Hold
754
– – ﹤0.01% 478
2025
Q2 		$20.1K Sell
754
-1,879
-71% -$49.7K ﹤0.01% 471
2025
Q1 		$70.8K Sell
2,633
-600
-19% -$15.8K 0.01% 398
2024
Q4 		$83.5K Buy
3,233
+2,479
+329% +$65.2K 0.01% 357
2024
Q3 		$20.2K Hold
754
– – ﹤0.01% 430
2024
Q2 		$19.6K Sell
754
-78
-9% -$2.02K ﹤0.01% 403
2024
Q1 		$21.7K Sell
832
-16
-2% -$415 ﹤0.01% 396
2023
Q4 		$22.1K Sell
848
-1,778
-68% -$45.2K ﹤0.01% 404
2023
Q3 		$66.3K Sell
2,626
-1,148
-30% -$29.6K 0.01% 361
2023
Q2 		$98.9K Sell
3,774
-1,814
-32% -$48.1K 0.01% 343
2023
Q1 		$150K Sell
5,588
-3,612
-39% -$95.1K 0.02% 305
2022
Q4 		$238K Buy
9,200
+12
+0.1% +$314 0.05% 267
2022
Q3 		$238K Buy
9,188
+1,396
+18% +$38.8K 0.05% 273
2022
Q2 		$217K Buy
7,792
+512
+7% +$14.9K 0.04% 278
2022
Q1 		$221K Buy
+7,280
New +$223K 0.04% 306

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

WealthShield Partners's SCHP Position: Q2 2026 in Review

WealthShield Partners sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 754 shares — an estimated $20.1K sold.

WealthShield Partners first reported a position in SCHP in Q1 2022 and held it in 17 quarters. The position peaked at $238K in Q4 2022. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • WealthShield Partners reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 754 Schwab US TIPS ETF shares in Q2 2026, an estimated $20.1K.
  • WealthShield Partners first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 17 quarters.
  • WealthShield Partners's Schwab US TIPS ETF position peaked at $238K in Q4 2022.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.