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Financial Management Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Management 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 		$4.44M Buy
167,507
+10,119
+6% +$270K 3.64% 11
2026
Q1 		$4.19M Buy
157,388
+6,423
+4% +$171K 3.93% 11
2025
Q4 		$4M Buy
+150,965
New +$4.05M 3.8% 11

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 Management Inc's SCHP Position: Q2 2026 in Review

Financial Management Inc increased its Schwab US TIPS ETF (SCHP) stake by 6.4% in Q2 2026, buying an estimated $270K and bringing the position to 167,507 shares worth $4.44M. The position accounts for 3.64% of the portfolio, ranked #11.

Financial Management Inc first reported a position in SCHP in Q4 2025 and has held it in 3 quarters since. 781 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Financial Management Inc held 167,507 shares of Schwab US TIPS ETF worth $4.44M as of Q2 2026.
  • Financial Management Inc bought 10,119 Schwab US TIPS ETF shares in Q2 2026, an estimated $270K.
  • Schwab US TIPS ETF made up 3.64% of Financial Management Inc's portfolio in Q2 2026, its #11 holding.
  • Financial Management Inc first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 781 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.