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Ellenbecker Investment Group’s Schwab US TIPS ETF SCHP Stock Holding History

Ellenbecker Investment Group’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 		– Sell
-13,839
Closed -$368K – 154
2026
Q1 		$368K Sell
13,839
-2,322
-14% -$62K 0.05% 91
2025
Q4 		$428K Sell
16,161
-72
-0.4% -$1.93K 0.06% 82
2025
Q3 		$437K Sell
16,233
-1,175
-7% -$31.4K 0.06% 81
2025
Q2 		$464K Sell
17,408
-3,999
-19% -$106K 0.08% 75
2025
Q1 		$576K Sell
21,407
-18,951
-47% -$498K 0.1% 61
2024
Q4 		$1.04M Sell
40,358
-71,962
-64% -$1.89M 0.19% 42
2024
Q3 		$3.01M Sell
112,320
-16,858
-13% -$445K 0.57% 20
2024
Q2 		$3.36M Sell
129,178
-3,302
-2% -$85.4K 0.68% 18
2024
Q1 		$3.46M Buy
132,480
+10,252
+8% +$266K 0.73% 17
2023
Q4 		$3.19M Buy
122,228
+16,480
+16% +$419K 0.74% 17
2023
Q3 		$2.67M Buy
105,748
+10,786
+11% +$278K 0.69% 18
2023
Q2 		$2.49M Buy
94,962
+14,190
+18% +$376K 0.63% 21
2023
Q1 		$2.17M Buy
+80,772
New +$2.13M 0.59% 22

Other funds holding SCHP

Empower Advisory Group
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

Ellenbecker Investment Group's SCHP Position: Q2 2026 in Review

Ellenbecker Investment Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 13,839 shares — an estimated $368K sold.

Ellenbecker Investment Group first reported a position in SCHP in Q1 2023 and held it in 13 quarters. The position peaked at $3.46M in Q1 2024. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Ellenbecker Investment Group reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Ellenbecker Investment Group sold 13,839 Schwab US TIPS ETF shares in Q2 2026, an estimated $368K.
  • Ellenbecker Investment Group first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 13 quarters.
  • Ellenbecker Investment Group's Schwab US TIPS ETF position peaked at $3.46M in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.