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	$697	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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 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. 171 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.
171 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.