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 Q3	–	Sell	-77,125	Closed	-$2.04M	–	110
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Econ Financial Services's SCHP Position: Q3 2026 in Review

Econ Financial Services sold out of Schwab US TIPS ETF (SCHP) in Q3 2026, closing a stake of 77,125 shares — an estimated $2.04M sold.

Econ Financial Services first reported a position in SCHP in Q1 2022 and held it in 6 quarters. The position peaked at $3.17M in Q3 2022. 537 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Econ Financial Services reported no remaining Schwab US TIPS ETF position as of Q3 2026 after selling out during the quarter.
Econ Financial Services sold 77,125 Schwab US TIPS ETF shares in Q3 2026, an estimated $2.04M.
Econ Financial Services first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 6 quarters.
Econ Financial Services's Schwab US TIPS ETF position peaked at $3.17M in Q3 2022.
537 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.