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Braun-Bostich & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Braun-Bostich & Associates’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 		$1.8M Buy
67,772
+604
+0.9% +$16.1K 1% 27
2026
Q1 		$1.79M Sell
67,168
-97
-0.1% -$2.59K 1.12% 26
2025
Q4 		$1.78M Buy
67,265
+2,433
+4% +$65.3K 1.1% 28
2025
Q3 		$1.75M Buy
64,832
+2,442
+4% +$65.4K 1.1% 27
2025
Q2 		$1.66M Buy
62,390
+1,483
+2% +$39.2K 1.14% 27
2025
Q1 		$1.64M Sell
60,907
-2,390
-4% -$62.8K 1.21% 25
2024
Q4 		$1.63M Sell
63,297
-4,125
-6% -$108K 1.18% 23
2024
Q3 		$1.81M Buy
67,422
+5,540
+9% +$146K 1.26% 23
2024
Q2 		$1.61M Buy
61,882
+32,050
+107% +$829K 1.2% 25
2024
Q1 		$778K Buy
29,832
+11,992
+67% +$311K 0.65% 47
2023
Q4 		$466K Buy
+17,840
New +$454K 0.42% 60
2023
Q3 		– Sell
-16,072
Closed -$421K – 97
2023
Q2 		$421K Buy
16,072
+892
+6% +$23.6K 0.9% 42
2023
Q1 		$407K Buy
15,180
+808
+6% +$21.3K 0.96% 40
2022
Q4 		$372K Sell
14,372
-44
-0.3% -$1.15K 1.07% 34
2022
Q3 		$373K Buy
14,416
+2,944
+26% +$81.8K 1.14% 39
2022
Q2 		$320K Buy
+11,472
New +$333K 0.83% 44

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

Braun-Bostich & Associates's SCHP Position: Q2 2026 in Review

Braun-Bostich & Associates increased its Schwab US TIPS ETF (SCHP) stake by 0.9% in Q2 2026, buying an estimated $16.1K and bringing the position to 67,772 shares worth $1.8M. The position accounts for 1% of the portfolio, ranked #27.

Braun-Bostich & Associates first reported a position in SCHP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.81M in Q3 2024. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Braun-Bostich & Associates held 67,772 shares of Schwab US TIPS ETF worth $1.8M as of Q2 2026.
  • Braun-Bostich & Associates bought 604 Schwab US TIPS ETF shares in Q2 2026, an estimated $16.1K.
  • Schwab US TIPS ETF made up 1% of Braun-Bostich & Associates's portfolio in Q2 2026, its #27 holding.
  • Braun-Bostich & Associates first reported a position in Schwab US TIPS ETF in Q2 2022 and has held it in 16 quarters since.
  • Braun-Bostich & Associates's Schwab US TIPS ETF position peaked at $1.81M in Q3 2024.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.