WWM
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Western Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Western Wealth 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 		$4.53M Buy
170,937
+26,480
+18% +$707K 0.15% 137
2026
Q1 		$3.84M Buy
144,457
+136,076
+1,624% +$3.63M 0.15% 139
2025
Q4 		$222K Buy
+8,381
New +$225K 0.01% 770
2025
Q1 		– Sell
-117,012
Closed -$3.02M – 764
2024
Q4 		$3.02M Buy
117,012
+46,194
+65% +$1.21M 0.16% 126
2024
Q3 		$1.9M Buy
+70,818
New +$1.87M 0.11% 193
2024
Q1 		– Sell
-64,674
Closed -$1.69M – 711
2023
Q4 		$1.69M Sell
64,674
-10,090
-13% -$257K 0.12% 174
2023
Q3 		$1.89M Buy
74,764
+2,212
+3% +$57K 0.16% 137
2023
Q2 		$1.9M Sell
72,552
-1,544
-2% -$40.9K 0.16% 135
2023
Q1 		$1.99M Buy
74,096
+16,318
+28% +$429K 0.18% 126
2022
Q4 		$1.5M Sell
57,778
-14,960
-21% -$391K 0.15% 161
2022
Q3 		$1.91M Buy
72,738
+3,422
+5% +$95.1K 0.11% 191
2022
Q2 		$1.93M Buy
69,316
+10,444
+18% +$303K 0.11% 187
2022
Q1 		$1.79M Buy
58,872
+35,500
+152% +$1.09M 0.09% 218
2021
Q4 		$733K Buy
+23,372
New +$736K 0.07% 254
2021
Q2 		$297K Buy
+9,476
New +$294K 0.03% 498

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

Western Wealth Management's SCHP Position: Q2 2026 in Review

Western Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 18% in Q2 2026, buying an estimated $707K and bringing the position to 170,937 shares worth $4.53M. The position accounts for 0.15% of the portfolio, ranked #137.

Western Wealth Management first reported a position in SCHP in Q2 2021 and has held it in 15 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Western Wealth Management held 170,937 shares of Schwab US TIPS ETF worth $4.53M as of Q2 2026.
  • Western Wealth Management bought 26,480 Schwab US TIPS ETF shares in Q2 2026, an estimated $707K.
  • Schwab US TIPS ETF made up 0.15% of Western Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Western Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 15 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.