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

Bullock 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 		$45.3K Hold
1,727
– – 0.02% 294
2026
Q1 		$45.9K Hold
1,727
– – 0.02% 278
2025
Q4 		$45.7K Sell
1,727
-2,364
-58% -$63.4K 0.02% 278
2025
Q3 		$110K Sell
4,091
-10
-0.2% -$268 0.05% 207
2025
Q2 		$109K Sell
4,101
-998
-20% -$26.4K 0.06% 194
2025
Q1 		$137K Sell
5,099
-2,732
-35% -$71.8K 0.08% 181
2024
Q4 		$202K Sell
7,831
-137
-2% -$3.6K 0.12% 150
2024
Q3 		$214K Sell
7,968
-584
-7% -$15.4K 0.13% 140
2024
Q2 		$221K Sell
8,552
-112
-1% -$2.9K 0.14% 124
2024
Q1 		$224K Buy
+8,664
New +$225K 0.15% 129

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

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

Bullock Wealth Management held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 1,727 shares worth $45.3K. The position accounts for 0.02% of the portfolio, ranked #294.

Bullock Wealth Management first reported a position in SCHP in Q1 2024 and has held it in 10 quarters since. The position peaked at $224K in Q1 2024. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Bullock Wealth Management held 1,727 shares of Schwab US TIPS ETF worth $45.3K as of Q2 2026.
  • Bullock Wealth Management left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #294 holding.
  • Bullock Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Schwab US TIPS ETF position peaked at $224K in Q1 2024.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.