FHC
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First Heartland Consultants’s Schwab US TIPS ETF SCHP Stock Holding History

First Heartland Consultants’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 		$4.73M Buy
178,440
+150,411
+537% +$4.01M 0.31% 80
2026
Q1 		$746K Sell
28,029
-54,361
-66% -$1.45M 0.06% 228
2025
Q4 		$2.18M Buy
82,390
+35,336
+75% +$948K 0.17% 114
2025
Q3 		$1.27M Buy
47,054
+20,624
+78% +$552K 0.1% 152
2025
Q2 		$705K Buy
+26,430
New +$699K 0.06% 209
2025
Q1 		– Sell
-19,198
Closed -$496K – 478
2024
Q4 		$496K Sell
19,198
-10,642
-36% -$280K 0.05% 235
2024
Q3 		$800K Buy
29,840
+3,028
+11% +$80K 0.09% 163
2024
Q2 		$697K Buy
+26,812
New +$693K 0.05% 209
2021
Q1 		– Sell
-11,136
Closed -$346K – 405
2020
Q4 		$346K Buy
11,136
+194
+2% +$5.96K 0.06% 222
2020
Q3 		$337K Buy
10,942
+554
+5% +$17K 0.06% 193
2020
Q2 		$312K Sell
10,388
-1,054
-9% -$31.2K 0.06% 209
2020
Q1 		$329K Sell
11,442
-3,588
-24% -$103K 0.08% 171
2019
Q4 		$426K Buy
15,030
+2,188
+17% +$62K 0.08% 191
2019
Q3 		$364K Buy
12,842
+394
+3% +$11.2K 0.08% 199
2019
Q2 		$350K Sell
12,448
-11,324
-48% -$314K 0.08% 198
2019
Q1 		$654K Sell
23,772
-522
-2% -$14.1K 0.18% 127
2018
Q4 		$647K Buy
+24,294
New +$646K 0.24% 99

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

First Heartland Consultants's SCHP Position: Q2 2026 in Review

First Heartland Consultants increased its Schwab US TIPS ETF (SCHP) stake by 537% in Q2 2026, buying an estimated $4.01M and bringing the position to 178,440 shares worth $4.73M. The position accounts for 0.31% of the portfolio, ranked #80.

First Heartland Consultants first reported a position in SCHP in Q4 2018 and has held it in 17 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • First Heartland Consultants held 178,440 shares of Schwab US TIPS ETF worth $4.73M as of Q2 2026.
  • First Heartland Consultants bought 150,411 Schwab US TIPS ETF shares in Q2 2026, an estimated $4.01M.
  • Schwab US TIPS ETF made up 0.31% of First Heartland Consultants's portfolio in Q2 2026, its #80 holding.
  • First Heartland Consultants first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 17 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.