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

Freedom Financial Partners’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	$2.6M	Buy	98,101 +1	+0%	+$27	0.85%	24
2026 Q1	$2.61M	Buy	98,100 +3,038	+3%	+$81.1K	0.93%	25
2025 Q4	$2.52M	Buy	95,062 +6,926	+8%	+$186K	0.92%	24
2025 Q3	$2.38M	Buy	88,136 +5,313	+6%	+$142K	0.91%	24
2025 Q2	$2.21M	Buy	82,823 +2,672	+3%	+$70.7K	0.93%	22
2025 Q1	$2.16M	Buy	80,151 +15,816	+25%	+$416K	1%	22
2024 Q4	$1.66M	Buy	+64,335	New	+$1.69M	0.8%	22

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Freedom Financial Partners increased its Schwab US TIPS ETF (SCHP) stake by 0% in Q2 2026, buying an estimated $27 and bringing the position to 98,101 shares worth $2.6M. The position accounts for 0.85% of the portfolio, ranked #24.

Freedom Financial Partners first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Freedom Financial Partners held 98,101 shares of Schwab US TIPS ETF worth $2.6M as of Q2 2026.
Freedom Financial Partners bought 1 Schwab US TIPS ETF share in Q2 2026, an estimated $27.
Schwab US TIPS ETF made up 0.85% of Freedom Financial Partners's portfolio in Q2 2026, its #24 holding.
Freedom Financial Partners first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Freedom Financial Partners's Schwab US TIPS ETF position peaked at $2.61M in Q1 2026.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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