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Facet Wealth Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Facet Wealth Inc’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 		$297K Sell
11,213
-13,291
-54% -$355K ﹤0.01% 311
2026
Q1 		$652K Buy
24,504
+13,623
+125% +$363K 0.01% 143
2025
Q4 		$290K Buy
+10,881
New +$292K 0.01% 225
2025
Q1 		– Sell
-8,116
Closed -$213K – 146
2024
Q4 		$213K Buy
+8,116
New +$213K 0.01% 139
2024
Q3 		– Sell
-12,800
Closed -$335K – 150
2024
Q2 		$335K Buy
+12,800
New +$331K 0.01% 101

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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

Facet Wealth Inc's SCHP Position: Q2 2026 in Review

Facet Wealth Inc reduced its Schwab US TIPS ETF (SCHP) stake by 54% in Q2 2026, selling an estimated $355K and leaving 11,213 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Facet Wealth Inc first reported a position in SCHP in Q2 2024 and has held it in 5 quarters since. The position peaked at $652K in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Facet Wealth Inc held 11,213 shares of Schwab US TIPS ETF worth $297K as of Q2 2026.
  • Facet Wealth Inc sold 13,291 Schwab US TIPS ETF shares in Q2 2026, an estimated $355K.
  • Schwab US TIPS ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #311 holding.
  • Facet Wealth Inc first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 5 quarters since.
  • Facet Wealth Inc's Schwab US TIPS ETF position peaked at $652K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.