Envision Financial Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Envision Financial Planning’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	$8.82M	Buy	+332,888	New	+$8.88M	2.87%	15

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

Envision Financial Planning's SCHP Position: Q2 2026 in Review

Envision Financial Planning opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 332,888 shares worth $8.82M. The stake represents 2.87% of the portfolio and ranks #15 among its holdings.

782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Envision Financial Planning held 332,888 shares of Schwab US TIPS ETF worth $8.82M as of Q2 2026.
Schwab US TIPS ETF was a new Envision Financial Planning position in Q2 2026.
Schwab US TIPS ETF made up 2.87% of Envision Financial Planning's portfolio in Q2 2026, its #15 holding.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.