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

WT 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 		$567K Buy
21,379
+348
+2% +$9.29K 0.16% 92
2026
Q1 		$560K Buy
21,031
+1,417
+7% +$37.8K 0.17% 94
2025
Q4 		$520K Buy
19,614
+820
+4% +$22K 0.15% 95
2025
Q3 		$506K Buy
18,794
+988
+6% +$26.4K 0.15% 91
2025
Q2 		$475K Buy
17,806
+737
+4% +$19.5K 0.14% 97
2025
Q1 		$459K Buy
17,069
+1,695
+11% +$44.6K 0.15% 88
2024
Q4 		$397K Sell
15,374
-14,644
-49% -$385K 0.12% 96
2024
Q3 		$398K Sell
30,018
-15,456
-34% -$408K 0.13% 92
2024
Q2 		$1.18M Sell
45,474
-498
-1% -$12.9K 0.4% 66
2024
Q1 		$1.2M Buy
45,972
+30,820
+203% +$800K 0.43% 66
2023
Q4 		$395K Sell
15,152
-2,568
-14% -$65.3K 0.16% 84
2023
Q3 		$447K Sell
17,720
-872
-5% -$22.5K 0.19% 81
2023
Q2 		$487K Sell
18,592
-18,644
-50% -$494K 0.2% 82
2023
Q1 		$998K Buy
37,236
+14,020
+60% +$369K 0.43% 70
2022
Q4 		$601K Buy
23,216
+5,036
+28% +$132K 0.29% 68
2022
Q3 		$471K Sell
18,180
-5,780
-24% -$161K 0.24% 74
2022
Q2 		$668K Buy
23,960
+1,418
+6% +$41.2K 0.33% 80
2022
Q1 		$684K Buy
22,542
+5,904
+35% +$181K 0.26% 83
2021
Q4 		$523K Sell
16,638
-4,098
-20% -$129K 0.19% 89
2021
Q3 		$649K Sell
20,736
-308
-1% -$9.72K 0.25% 88
2021
Q2 		$658K Buy
21,044
+778
+4% +$24.1K 0.27% 93
2021
Q1 		$620K Sell
20,266
-34,846
-63% -$1.07M 0.29% 92
2020
Q4 		$1.71M Buy
55,112
+462
+0.8% +$14.2K 0.93% 36
2020
Q3 		$1.68M Buy
54,650
+44,134
+420% +$1.35M 1.12% 23
2020
Q2 		$315K Sell
10,516
-2,982
-22% -$88.3K 0.25% 69
2020
Q1 		$388K Sell
13,498
-1,392
-9% -$39.8K 0.41% 50
2019
Q4 		$421K Buy
14,890
+88
+0.6% +$2.49K 0.32% 55
2019
Q3 		$420K Buy
+14,802
New +$420K 0.36% 52

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

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

WT Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 1.7% in Q2 2026, buying an estimated $9.29K and bringing the position to 21,379 shares worth $567K. The position accounts for 0.16% of the portfolio, ranked #92.

WT Wealth Management first reported a position in SCHP in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.71M in Q4 2020. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • WT Wealth Management held 21,379 shares of Schwab US TIPS ETF worth $567K as of Q2 2026.
  • WT Wealth Management bought 348 Schwab US TIPS ETF shares in Q2 2026, an estimated $9.29K.
  • Schwab US TIPS ETF made up 0.16% of WT Wealth Management's portfolio in Q2 2026, its #92 holding.
  • WT Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 28 quarters since.
  • WT Wealth Management's Schwab US TIPS ETF position peaked at $1.71M in Q4 2020.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.