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

Birch 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	$1.93M	Buy	72,847 +6,721	+10%	+$179K	0.99%	24
2026 Q1	$1.76M	Sell	66,126 -189	-0.3%	-$5.04K	1.03%	24
2025 Q4	$1.76M	Buy	66,315 +3,470	+6%	+$93.1K	1%	22
2025 Q3	$1.69M	Buy	62,845 +8,113	+15%	+$217K	1%	24
2025 Q2	$1.46M	Buy	54,732 +15,080	+38%	+$399K	1.17%	19
2025 Q1	$1.07M	Buy	39,652 +25,670	+184%	+$675K	0.95%	19
2024 Q4	$361K	Buy	+13,982	New	+$367K	0.41%	57

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

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

Birch Financial Group increased its Schwab US TIPS ETF (SCHP) stake by 10% in Q2 2026, buying an estimated $179K and bringing the position to 72,847 shares worth $1.93M. The position accounts for 0.99% of the portfolio, ranked #24.

Birch Financial Group first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Birch Financial Group held 72,847 shares of Schwab US TIPS ETF worth $1.93M as of Q2 2026.
Birch Financial Group bought 6,721 Schwab US TIPS ETF shares in Q2 2026, an estimated $179K.
Schwab US TIPS ETF made up 0.99% of Birch Financial Group's portfolio in Q2 2026, its #24 holding.
Birch Financial Group first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.