Comprehensive Money Management Services’s Schwab US TIPS ETF SCHP Stock Holding History

Comprehensive Money Management Services’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	$2.4M	Buy	90,456 +17,889	+25%	+$477K	1.51%	9
2026 Q1	$1.93M	Buy	72,567 +1,560	+2%	+$41.6K	1.27%	14
2025 Q4	$1.88M	Buy	71,007 +740	+1%	+$19.9K	1.3%	13
2025 Q3	$1.89M	Buy	70,267 +2,245	+3%	+$60.1K	1.34%	12
2025 Q2	$1.81M	Buy	68,022 +8,270	+14%	+$219K	1.38%	14
2025 Q1	$1.61M	Buy	59,752 +4,000	+7%	+$105K	1.3%	14
2024 Q4	$1.44M	Buy	+55,752	New	+$1.47M	1.19%	18

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

Comprehensive Money Management Services's SCHP Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Schwab US TIPS ETF (SCHP) stake by 25% in Q2 2026, buying an estimated $477K and bringing the position to 90,456 shares worth $2.4M. The position accounts for 1.51% of the portfolio, ranked #9.

Comprehensive Money Management Services first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Comprehensive Money Management Services held 90,456 shares of Schwab US TIPS ETF worth $2.4M as of Q2 2026.
Comprehensive Money Management Services bought 17,889 Schwab US TIPS ETF shares in Q2 2026, an estimated $477K.
Schwab US TIPS ETF made up 1.51% of Comprehensive Money Management Services's portfolio in Q2 2026, its #9 holding.
Comprehensive Money Management Services first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.