Albion Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Albion Financial Group’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	–	Sell	-29	Closed	-$772	–	736
2026 Q1	$772	Buy	+29	New	+$774	﹤0.01%	657
2024 Q1	–	Sell	-3,802	Closed	-$99.2K	–	516
2023 Q4	$99.2K	Sell	3,802 -130	-3%	-$3.31K	0.01%	198
2023 Q3	$99.3K	Hold	3,932	–	–	0.01%	189
2023 Q2	$103K	Hold	3,932	–	–	0.01%	200
2023 Q1	$105K	Hold	3,932	–	–	0.01%	183
2022 Q4	$102K	Hold	3,932	–	–	0.01%	186
2022 Q3	$102K	Buy	+3,932	New	+$109K	0.01%	185
2022 Q1	–	Sell	-1,988	Closed	-$62K	–	660
2021 Q4	$62K	Buy	+1,988	New	+$62.6K	﹤0.01%	273

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

Albion Financial Group's SCHP Position: Q2 2026 in Review

Albion Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 29 shares — an estimated $772 sold.

Albion Financial Group first reported a position in SCHP in Q4 2021 and held it in 8 quarters. The position peaked at $105K in Q1 2023. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Albion Financial Group reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
Albion Financial Group sold 29 Schwab US TIPS ETF shares in Q2 2026, an estimated $772.
Albion Financial Group first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 8 quarters.
Albion Financial Group's Schwab US TIPS ETF position peaked at $105K in Q1 2023.
790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.