WRCM
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Western Reserve Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Western Reserve Capital 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 		$998K Buy
37,668
+17,890
+90% +$477K 0.74% 21
2026
Q1 		$526K Sell
19,778
-380
-2% -$10.1K 0.43% 25
2025
Q4 		$534K Buy
+20,158
New +$541K 0.5% 22

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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

Western Reserve Capital Management's SCHP Position: Q2 2026 in Review

Western Reserve Capital Management increased its Schwab US TIPS ETF (SCHP) stake by 90% in Q2 2026, buying an estimated $477K and bringing the position to 37,668 shares worth $998K. The position accounts for 0.74% of the portfolio, ranked #21.

Western Reserve Capital Management first reported a position in SCHP in Q4 2025 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Western Reserve Capital Management held 37,668 shares of Schwab US TIPS ETF worth $998K as of Q2 2026.
  • Western Reserve Capital Management bought 17,890 Schwab US TIPS ETF shares in Q2 2026, an estimated $477K.
  • Schwab US TIPS ETF made up 0.74% of Western Reserve Capital Management's portfolio in Q2 2026, its #21 holding.
  • Western Reserve Capital Management first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Western Reserve Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.