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

BCGM 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 		$3.3M Buy
124,444
+6,147
+5% +$164K 0.7% 48
2026
Q1 		$3.15M Buy
118,297
+9,837
+9% +$262K 0.79% 45
2025
Q4 		$2.87M Buy
108,460
+1,916
+2% +$51.4K 0.73% 43
2025
Q3 		$2.87M Buy
106,544
+6,362
+6% +$170K 0.75% 41
2025
Q2 		$2.67M Buy
100,182
+1,820
+2% +$48.2K 0.75% 46
2025
Q1 		$2.64M Buy
98,362
+3,698
+4% +$97.2K 0.81% 40
2024
Q4 		$2.45M Buy
94,664
+3,056
+3% +$80.3K 0.78% 40
2024
Q3 		$2.46M Sell
91,608
-58,472
-39% -$1.54M 0.8% 38
2024
Q2 		$3.9M Buy
150,080
+8,942
+6% +$231K 1.35% 18
2024
Q1 		$3.68M Buy
141,138
+57,778
+69% +$1.5M 1.32% 18
2023
Q4 		$2.18M Sell
83,360
-4,378
-5% -$111K 0.89% 32
2023
Q3 		$2.21M Buy
87,738
+29,750
+51% +$767K 1.02% 30
2023
Q2 		$1.52M Buy
57,988
+6,328
+12% +$168K 0.67% 37
2023
Q1 		$1.38M Sell
51,660
-6,710
-11% -$177K 0.7% 39
2022
Q4 		$1.51M Sell
58,370
-480
-0.8% -$12.6K 0.74% 35
2022
Q3 		$1.53M Buy
58,850
+3,762
+7% +$105K 0.76% 34
2022
Q2 		$1.59M Sell
55,088
-43,694
-44% -$1.27M 0.81% 29
2022
Q1 		$2.92M Sell
98,782
-85,248
-46% -$2.61M 1.59% 15
2021
Q4 		$5.79M Sell
184,030
-6,046
-3% -$190K 3.11% 9
2021
Q3 		$5.99M Buy
190,076
+7,262
+4% +$229K 3.33% 7
2021
Q2 		$5.84M Buy
182,814
+19,288
+12% +$598K 3.46% 7
2021
Q1 		$5.04M Buy
+163,526
New +$5.04M 3.44% 7

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

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

BCGM Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 5.2% in Q2 2026, buying an estimated $164K and bringing the position to 124,444 shares worth $3.3M. The position accounts for 0.7% of the portfolio, ranked #48.

BCGM Wealth Management first reported a position in SCHP in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.99M in Q3 2021. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • BCGM Wealth Management held 124,444 shares of Schwab US TIPS ETF worth $3.3M as of Q2 2026.
  • BCGM Wealth Management bought 6,147 Schwab US TIPS ETF shares in Q2 2026, an estimated $164K.
  • Schwab US TIPS ETF made up 0.7% of BCGM Wealth Management's portfolio in Q2 2026, its #48 holding.
  • BCGM Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 22 quarters since.
  • BCGM Wealth Management's Schwab US TIPS ETF position peaked at $5.99M in Q3 2021.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.