Curran Financial Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Curran Financial 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	$3.28M	Sell	123,738 -138,846	-53%	-$3.7M	0.49%	40
2026 Q1	$6.99M	Buy	262,584 +171,859	+189%	+$4.59M	1.25%	27
2025 Q4	$2.4M	Buy	90,725 +5,934	+7%	+$159K	0.46%	45
2025 Q3	$2.29M	Buy	+84,791	New	+$2.27M	0.45%	45
2023 Q1	–	Sell	-43,712	Closed	-$1.13M	–	69
2022 Q4	$1.13M	Sell	43,712 -5,034	-10%	-$132K	0.55%	38
2022 Q3	$1.26M	Sell	48,746 -2,586	-5%	-$71.9K	0.64%	28
2022 Q2	$1.43M	Sell	51,332 -13,490	-21%	-$391K	0.68%	30
2022 Q1	$1.97M	Buy	64,822 +29,666	+84%	+$910K	0.81%	37
2021 Q4	$1.1M	Buy	+35,156	New	+$1.11M	0.47%	40

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

Curran Financial Partners's SCHP Position: Q2 2026 in Review

Curran Financial Partners reduced its Schwab US TIPS ETF (SCHP) stake by 53% in Q2 2026, selling an estimated $3.7M and leaving 123,738 shares worth $3.28M. The position accounts for 0.49% of the portfolio, ranked #40.

Curran Financial Partners first reported a position in SCHP in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.99M in Q1 2026. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Curran Financial Partners held 123,738 shares of Schwab US TIPS ETF worth $3.28M as of Q2 2026.
Curran Financial Partners sold 138,846 Schwab US TIPS ETF shares in Q2 2026, an estimated $3.7M.
Schwab US TIPS ETF made up 0.49% of Curran Financial Partners's portfolio in Q2 2026, its #40 holding.
Curran Financial Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 9 quarters since.
Curran Financial Partners's Schwab US TIPS ETF position peaked at $6.99M in Q1 2026.
783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.