Concord Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Concord Wealth Partners’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	$110K	Buy	+4,143	New	+$111K	0.01%	281
2023 Q4	–	Sell	-136	Closed	-$3.41K	–	990
2023 Q3	$3.41K	Buy	136 +2	+1%	+$52	﹤0.01%	780
2023 Q2	$3.5K	Buy	134 +2	+2%	+$53	﹤0.01%	774
2023 Q1	$3.56K	Hold	132	–	–	﹤0.01%	727
2022 Q4	$3.44K	Buy	+132	New	+$3.45K	﹤0.01%	839
2022 Q3	–	Sell	-128	Closed	-$4K	–	955
2022 Q2	$4K	Buy	128 +2	+2%	+$58	﹤0.01%	890
2022 Q1	$4K	Hold	126	–	–	﹤0.01%	983
2021 Q4	$4K	Buy	+126	New	+$3.97K	﹤0.01%	1012

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

Concord Wealth Partners's SCHP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 4,143 shares worth $110K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SCHP as recently as Q3 2023.

Concord Wealth Partners first reported a position in SCHP in Q4 2021 and has held it in 8 quarters since. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Concord Wealth Partners held 4,143 shares of Schwab US TIPS ETF worth $110K as of Q2 2026.
Schwab US TIPS ETF was a new Concord Wealth Partners position in Q2 2026.
Schwab US TIPS ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #281 holding.
Concord Wealth Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 8 quarters since.
790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.