Clune & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Clune & 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	–	Sell	-28,532	Closed	-$759K	–	176
2026 Q1	$759K	Sell	28,532 -18,267	-39%	-$487K	0.14%	98
2025 Q4	$1.24M	Buy	46,799 +3,815	+9%	+$102K	0.27%	80
2025 Q3	$1.16M	Buy	42,984 +2,324	+6%	+$62.2K	0.29%	76
2025 Q2	$1.08M	Buy	40,660 +455	+1%	+$12K	0.3%	75
2025 Q1	$1.08M	Buy	40,205 +2,037	+5%	+$53.6K	0.33%	72
2024 Q4	$986K	Buy	+38,168	New	+$1M	0.33%	73

Other funds holding SCHP

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Clune & Associates's SCHP Position: Q2 2026 in Review

Clune & Associates sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 28,532 shares — an estimated $759K sold.

Clune & Associates first reported a position in SCHP in Q4 2024 and held it in 6 quarters. The position peaked at $1.24M in Q4 2025. 150 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Clune & Associates reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
Clune & Associates sold 28,532 Schwab US TIPS ETF shares in Q2 2026, an estimated $759K.
Clune & Associates first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 6 quarters.
Clune & Associates's Schwab US TIPS ETF position peaked at $1.24M in Q4 2025.
150 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.