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

Berger 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 		$211K Sell
7,944
-93
-1% -$2.48K 0.01% 460
2026
Q1 		$214K Sell
8,037
-24
-0.3% -$640 0.01% 446
2025
Q4 		$214K Hold
8,061
– – 0.01% 439
2025
Q3 		$217K Hold
8,061
– – 0.01% 413
2025
Q2 		$215K Hold
8,061
– – 0.01% 394
2025
Q1 		$217K Sell
8,061
-303
-4% -$7.97K 0.02% 392
2024
Q4 		$216K Buy
8,364
+310
+4% +$8.15K 0.01% 389
2024
Q3 		$216K Hold
8,054
– – 0.02% 371
2024
Q2 		$209K Sell
8,054
-7,754
-49% -$200K 0.02% 351
2024
Q1 		$412K Buy
15,808
+6,838
+76% +$177K 0.03% 232
2023
Q4 		$234K Sell
8,970
-2,094
-19% -$53.3K 0.02% 276
2023
Q3 		$279K Buy
+11,064
New +$285K 0.03% 218
2023
Q1 		– Sell
-8,104
Closed -$210K – 284
2022
Q4 		$210K Sell
8,104
-2,922
-27% -$76.4K 0.03% 247
2022
Q3 		$286K Hold
11,026
– – 0.04% 189
2022
Q2 		$308K Hold
11,026
– – 0.05% 183
2022
Q1 		$335K Buy
11,026
+728
+7% +$22.3K 0.04% 190
2021
Q4 		$324K Buy
10,298
+1,746
+20% +$55K 0.04% 200
2021
Q3 		$268K Sell
8,552
-60
-0.7% -$1.89K 0.05% 173
2021
Q2 		$269K Sell
8,612
-244
-3% -$7.57K 0.05% 172
2021
Q1 		$271K Sell
8,856
-60,286
-87% -$1.86M 0.06% 155
2020
Q4 		$2.15M Buy
+69,142
New +$2.12M 0.37% 77

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

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

Berger Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 1.2% in Q2 2026, selling an estimated $2.48K and leaving 7,944 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #460.

Berger Financial Group first reported a position in SCHP in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.15M in Q4 2020. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Berger Financial Group held 7,944 shares of Schwab US TIPS ETF worth $211K as of Q2 2026.
  • Berger Financial Group sold 93 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.48K.
  • Schwab US TIPS ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #460 holding.
  • Berger Financial Group first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 21 quarters since.
  • Berger Financial Group's Schwab US TIPS ETF position peaked at $2.15M in Q4 2020.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.