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

Chapman 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 		$780K Sell
29,450
-4,343
-13% -$116K 0.52% 55
2026
Q1 		$899K Buy
33,793
+1,467
+5% +$39.1K 0.64% 46
2025
Q4 		$856K Buy
32,326
+7,150
+28% +$192K 0.58% 52
2025
Q3 		$678K Buy
25,176
+4,017
+19% +$108K 0.47% 61
2025
Q2 		$565K Buy
+21,159
New +$560K 0.48% 60
2024
Q4 		$505K Buy
+19,567
New +$514K 0.4% 70

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

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

Chapman Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 13% in Q2 2026, selling an estimated $116K and leaving 29,450 shares worth $780K. The position accounts for 0.52% of the portfolio, ranked #55.

Chapman Financial Group first reported a position in SCHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $899K in Q1 2026. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Chapman Financial Group held 29,450 shares of Schwab US TIPS ETF worth $780K as of Q2 2026.
  • Chapman Financial Group sold 4,343 Schwab US TIPS ETF shares in Q2 2026, an estimated $116K.
  • Schwab US TIPS ETF made up 0.52% of Chapman Financial Group's portfolio in Q2 2026, its #55 holding.
  • Chapman Financial Group first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Schwab US TIPS ETF position peaked at $899K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.