Centaurus Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Centaurus Financial’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	$250K	Buy	9,416 +3,541	+60%	+$94.5K	0.01%	815
2026 Q1	$156K	Buy	+5,875	New	+$157K	0.01%	901
2023 Q2	–	Sell	-4,152	Closed	-$111K	–	893
2023 Q1	$111K	Sell	4,152 -620	-13%	-$16.3K	0.01%	821
2022 Q4	$124K	Sell	4,772 -32,660	-87%	-$854K	0.01%	728
2022 Q3	$969K	Sell	37,432 -4,984	-12%	-$139K	0.09%	242
2022 Q2	$1.18M	Sell	42,416 -31,176	-42%	-$905K	0.12%	210
2022 Q1	$2.23M	Buy	73,592 +40,664	+123%	+$1.25M	0.18%	150
2021 Q4	$1.03M	Sell	32,928 -41,846	-56%	-$1.32M	0.08%	272
2021 Q3	$2.34M	Buy	74,774 +46,236	+162%	+$1.46M	0.2%	132
2021 Q2	$892K	Buy	+28,538	New	+$885K	0.08%	304

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

Centaurus Financial's SCHP Position: Q2 2026 in Review

Centaurus Financial increased its Schwab US TIPS ETF (SCHP) stake by 60% in Q2 2026, buying an estimated $94.5K and bringing the position to 9,416 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #815.

Centaurus Financial first reported a position in SCHP in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.34M in Q3 2021. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Centaurus Financial held 9,416 shares of Schwab US TIPS ETF worth $250K as of Q2 2026.
Centaurus Financial bought 3,541 Schwab US TIPS ETF shares in Q2 2026, an estimated $94.5K.
Schwab US TIPS ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #815 holding.
Centaurus Financial first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 10 quarters since.
Centaurus Financial's Schwab US TIPS ETF position peaked at $2.34M in Q3 2021.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.