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Financial Freedom LLC’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Freedom LLC’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 		$1.94M Buy
73,385
+517
+0.7% +$13.8K 0.89% 30
2026
Q1 		$1.94M Hold
72,868
– – 0.97% 32
2025
Q4 		$1.93M Buy
72,868
+3,471
+5% +$93.1K 0.96% 30
2025
Q3 		$1.87M Sell
69,397
-9,683
-12% -$259K 0.93% 29
2025
Q2 		$2.11M Buy
79,080
+405
+0.5% +$10.7K 1.14% 25
2025
Q1 		$2.12M Sell
78,675
-828
-1% -$21.8K 1.22% 22
2024
Q4 		$2.05M Buy
79,503
+419
+0.5% +$11K 1.08% 27
2024
Q3 		$2.12M Sell
79,084
-884
-1% -$23.3K 1.12% 26
2024
Q2 		$2.08M Buy
79,968
+546
+0.7% +$14.1K 1.18% 25
2024
Q1 		$2.07M Sell
79,422
-482
-0.6% -$12.5K 1.23% 21
2023
Q4 		$2.09M Sell
79,904
-38,502
-33% -$979K 1.32% 21
2023
Q3 		$2.99M Sell
118,406
-41,934
-26% -$1.08M 2.12% 12
2023
Q2 		$4.2M Sell
160,340
-16,642
-9% -$441K 2.95% 10
2023
Q1 		$4.74M Buy
176,982
+144,122
+439% +$3.79M 3.45% 7
2022
Q4 		$851K Buy
+32,860
New +$860K 0.57% 29

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

Financial Freedom LLC's SCHP Position: Q2 2026 in Review

Financial Freedom LLC increased its Schwab US TIPS ETF (SCHP) stake by 0.71% in Q2 2026, buying an estimated $13.8K and bringing the position to 73,385 shares worth $1.94M. The position accounts for 0.89% of the portfolio, ranked #30.

Financial Freedom LLC first reported a position in SCHP in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.74M in Q1 2023. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Financial Freedom LLC held 73,385 shares of Schwab US TIPS ETF worth $1.94M as of Q2 2026.
  • Financial Freedom LLC bought 517 Schwab US TIPS ETF shares in Q2 2026, an estimated $13.8K.
  • Schwab US TIPS ETF made up 0.89% of Financial Freedom LLC's portfolio in Q2 2026, its #30 holding.
  • Financial Freedom LLC first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's Schwab US TIPS ETF position peaked at $4.74M in Q1 2023.
  • 787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.