Econ Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Econ Financial 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	$2.04M	Buy	+77,125	New	+$2.06M	0.96%	45
2024 Q3	–	Sell	-10,810	Closed	-$281K	–	101
2024 Q2	$281K	Buy	10,810 +24	+0.2%	+$620	0.17%	91
2024 Q1	$281K	Buy	+10,786	New	+$280K	0.17%	81
2022 Q4	–	Sell	-122,556	Closed	-$3.17M	–	75
2022 Q3	$3.17M	Buy	122,556 +49,680	+68%	+$1.38M	2.62%	9
2022 Q2	$2.03M	Buy	72,876 +11,060	+18%	+$321K	1.64%	26
2022 Q1	$1.88M	Buy	+61,816	New	+$1.9M	1.39%	33

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

Econ Financial Services's SCHP Position: Q2 2026 in Review

Econ Financial Services opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 77,125 shares worth $2.04M. The stake represents 0.96% of the portfolio and ranks #45 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in SCHP as recently as Q2 2024.

Econ Financial Services first reported a position in SCHP in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.17M in Q3 2022. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Econ Financial Services held 77,125 shares of Schwab US TIPS ETF worth $2.04M as of Q2 2026.
Schwab US TIPS ETF was a new Econ Financial Services position in Q2 2026.
Schwab US TIPS ETF made up 0.96% of Econ Financial Services's portfolio in Q2 2026, its #45 holding.
Econ Financial Services first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 6 quarters since.
Econ Financial Services's Schwab US TIPS ETF position peaked at $3.17M in Q3 2022.
787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.