Bragg Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Bragg Financial Advisors’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	$652K	Hold	24,621	–	–	0.02%	265
2026 Q1	$655K	Buy	24,621 +4,578	+23%	+$122K	0.02%	251
2025 Q4	$531K	Sell	20,043 -1,672	-8%	-$44.9K	0.02%	265
2025 Q3	$585K	Buy	21,715 +1,672	+8%	+$44.7K	0.02%	249
2025 Q2	$535K	Sell	20,043 -3,846	-16%	-$102K	0.02%	256
2025 Q1	$642K	Sell	23,889 -6,111	-20%	-$161K	0.03%	240
2024 Q4	$775K	Buy	+30,000	New	+$788K	0.03%	222

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

Bragg Financial Advisors's SCHP Position: Q2 2026 in Review

Bragg Financial Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 24,621 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #265.

Bragg Financial Advisors first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $775K in Q4 2024. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Bragg Financial Advisors held 24,621 shares of Schwab US TIPS ETF worth $652K as of Q2 2026.
Bragg Financial Advisors left its Schwab US TIPS ETF share count unchanged in Q2 2026.
Schwab US TIPS ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #265 holding.
Bragg Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Bragg Financial Advisors's Schwab US TIPS ETF position peaked at $775K in Q4 2024.
790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.