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

Abound 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	$3.84K	Sell	145 -1,278	-90%	-$34.1K	﹤0.01%	647
2026 Q1	$37.9K	Sell	1,423 -210	-13%	-$5.6K	0.01%	288
2025 Q4	$43.3K	Buy	1,633 +255	+19%	+$6.84K	0.01%	251
2025 Q3	$37.1K	Buy	1,378 +11	+0.8%	+$294	0.01%	253
2025 Q2	$36.5K	Buy	1,367 +13	+1%	+$344	0.01%	245
2025 Q1	$36.4K	Buy	+1,354	New	+$35.6K	0.01%	231
2024 Q4	–	Sell	-4	Closed	-$108	–	1326
2024 Q3	$108	Buy	+4	New	+$106	﹤0.01%	1277
2024 Q1	–	Sell	-1,474	Closed	-$38.5K	–	1382
2023 Q4	$38.5K	Buy	+1,474	New	+$37.5K	0.02%	173

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Abound Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 90% in Q2 2026, selling an estimated $34.1K and leaving 145 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Abound Wealth Management first reported a position in SCHP in Q4 2023 and has held it in 8 quarters since. The position peaked at $43.3K in Q4 2025. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Abound Wealth Management held 145 shares of Schwab US TIPS ETF worth $3.84K as of Q2 2026.
Abound Wealth Management sold 1,278 Schwab US TIPS ETF shares in Q2 2026, an estimated $34.1K.
Schwab US TIPS ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #647 holding.
Abound Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 8 quarters since.
Abound Wealth Management's Schwab US TIPS ETF position peaked at $43.3K in Q4 2025.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.