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Downshift Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Downshift Financial’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 		$402K Hold
15,174
– – 0.18% 55
2026
Q1 		$408K Sell
15,174
-11,275
-43% -$301K 0.21% 50
2025
Q4 		$705K Buy
+26,449
New +$709K 0.43% 29

Other funds holding SCHP

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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

Downshift Financial's SCHP Position: Q2 2026 in Review

Downshift Financial held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 15,174 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #55.

Downshift Financial first reported a position in SCHP in Q4 2025 and has held it in 3 quarters since. The position peaked at $705K in Q4 2025. 781 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Downshift Financial held 15,174 shares of Schwab US TIPS ETF worth $402K as of Q2 2026.
  • Downshift Financial left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up 0.18% of Downshift Financial's portfolio in Q2 2026, its #55 holding.
  • Downshift Financial first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • Downshift Financial's Schwab US TIPS ETF position peaked at $705K in Q4 2025.
  • 781 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.