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Wealthspire Advisors (New York)’s Schwab US TIPS ETF SCHP Stock Holding History

Wealthspire Advisors (New York)’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 		$13.1M Buy
492,881
+13,810
+3% +$368K 0.07% 151
2026
Q1 		$12.7M Buy
479,071
+12,912
+3% +$344K 0.1% 98
2025
Q4 		$12.3M Sell
466,159
-439,633
-49% -$11.8M 0.1% 102
2025
Q3 		$24.4M Buy
905,792
+456,164
+101% +$12.2M 0.13% 76
2025
Q2 		$12M Sell
449,628
-496,336
-52% -$13.1M 0.07% 102
2025
Q1 		$25.4M Buy
945,964
+455,550
+93% +$12M 0.15% 70
2024
Q4 		$12.7M Sell
490,414
-1,824
-0.4% -$47.9K 0.13% 84
2024
Q3 		$13.2M Sell
492,238
-13,128
-3% -$347K 0.13% 81
2024
Q2 		$13.1M Buy
505,366
+141,458
+39% +$3.66M 0.17% 64
2024
Q1 		$9.49M Sell
363,908
-39,336
-10% -$1.02M 0.13% 79
2023
Q4 		$10.5M Sell
403,244
-113,780
-22% -$2.89M 0.15% 68
2023
Q3 		$13.1M Sell
517,024
-75,596
-13% -$1.95M 0.22% 55
2023
Q2 		$15.5M Buy
592,620
+2,502
+0.4% +$66.3K 0.25% 53
2023
Q1 		$15.8M Sell
590,118
-18,902
-3% -$497K 0.27% 52
2022
Q4 		$15.8M Buy
609,020
+134,472
+28% +$3.52M 0.29% 51
2022
Q3 		$12.3M Sell
474,548
-23,700
-5% -$659K 0.26% 56
2022
Q2 		$13.9M Buy
498,248
+151,234
+44% +$4.39M 0.29% 51
2022
Q1 		$10.5M Buy
347,014
+38,422
+12% +$1.18M 0.24% 47
2021
Q4 		$9.7M Buy
308,592
+21,966
+8% +$692K 0.21% 47
2021
Q3 		$8.97M Sell
286,626
-6,190
-2% -$195K 0.19% 62
2021
Q2 		$9.15M Sell
292,816
-40,558
-12% -$1.26M 0.24% 50
2021
Q1 		$10.2M Sell
333,374
-27,792
-8% -$856K 0.24% 52
2020
Q4 		$11.2M Buy
+361,166
New +$11.1M 0.33% 42
2020
Q2 		– Sell
-213,486
Closed -$6.14M – 485
2020
Q1 		$6.14M Buy
+213,486
New +$6.11M 0.26% 56

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

Wealthspire Advisors (New York)'s SCHP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab US TIPS ETF (SCHP) stake by 2.9% in Q2 2026, buying an estimated $368K and bringing the position to 492,881 shares worth $13.1M. The position accounts for 0.07% of the portfolio, ranked #151.

Wealthspire Advisors (New York) first reported a position in SCHP in Q1 2020 and has held it in 24 quarters since. The position peaked at $25.4M in Q1 2025. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Wealthspire Advisors (New York) held 492,881 shares of Schwab US TIPS ETF worth $13.1M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 13,810 Schwab US TIPS ETF shares in Q2 2026, an estimated $368K.
  • Schwab US TIPS ETF made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #151 holding.
  • Wealthspire Advisors (New York) first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s Schwab US TIPS ETF position peaked at $25.4M in Q1 2025.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.