Ethos Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Ethos Financial 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	$1.81M	Sell	68,895 -3,161	-4%	-$84.3K	0.12%	155
2026 Q1	$1.92M	Sell	72,056 -2,700	-4%	-$72K	0.14%	137
2025 Q4	$1.98M	Buy	74,756 +16,777	+29%	+$450K	0.15%	137
2025 Q3	$1.56M	Sell	57,979 -5,686	-9%	-$152K	0.12%	140
2025 Q2	$1.7M	Sell	63,665 -5,026	-7%	-$133K	0.15%	132
2025 Q1	$1.82M	Sell	68,691 -119,340	-63%	-$3.14M	0.17%	119
2024 Q4	$4.86M	Buy	188,031 +168,029	+840%	+$4.42M	0.63%	47
2024 Q3	$536K	Sell	20,002 -13,206	-40%	-$349K	0.09%	127
2024 Q2	$864K	Sell	33,208 -5,128	-13%	-$133K	0.15%	85
2024 Q1	$1M	Sell	38,336 -74,922	-66%	-$1.94M	0.19%	76
2023 Q4	$2.96M	Sell	113,258 -102,402	-47%	-$2.6M	0.63%	42
2023 Q3	$5.7M	Buy	+215,660	New	+$5.56M	1.47%	28

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

Ethos Financial Group's SCHP Position: Q2 2026 in Review

Ethos Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 4.4% in Q2 2026, selling an estimated $84.3K and leaving 68,895 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #155.

Ethos Financial Group first reported a position in SCHP in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.7M in Q3 2023. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Ethos Financial Group held 68,895 shares of Schwab US TIPS ETF worth $1.81M as of Q2 2026.
Ethos Financial Group sold 3,161 Schwab US TIPS ETF shares in Q2 2026, an estimated $84.3K.
Schwab US TIPS ETF made up 0.12% of Ethos Financial Group's portfolio in Q2 2026, its #155 holding.
Ethos Financial Group first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 12 quarters since.
Ethos Financial Group's Schwab US TIPS ETF position peaked at $5.7M in Q3 2023.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.