FBB
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Fulton Breakefield Broenniman’s Schwab US TIPS ETF SCHP Stock Holding History

Fulton Breakefield Broenniman’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 		$1.57M Sell
59,279
-215
-0.4% -$5.74K 0.09% 85
2026
Q1 		$1.58M Hold
59,494
– – 0.1% 79
2025
Q4 		$1.58M Sell
59,494
-4,064
-6% -$109K 0.1% 79
2025
Q3 		$1.71M Sell
63,558
-1,870
-3% -$50K 0.11% 78
2025
Q2 		$1.75M Sell
65,428
-260
-0.4% -$6.88K 0.12% 79
2025
Q1 		$1.77M Sell
65,688
-288
-0.4% -$7.57K 0.13% 76
2024
Q4 		$1.7M Sell
65,976
-1,224
-2% -$32.2K 0.12% 79
2024
Q3 		$1.8M Sell
67,200
-320
-0.5% -$8.45K 0.13% 80
2024
Q2 		$1.76M Sell
67,520
-8,120
-11% -$210K 0.13% 78
2024
Q1 		$1.97M Sell
75,640
-9,134
-11% -$237K 0.15% 68
2023
Q4 		$2.21M Sell
84,774
-8,872
-9% -$226K 0.18% 64
2023
Q3 		$2.36M Sell
93,646
-2,812
-3% -$72.5K 0.21% 67
2023
Q2 		$2.53M Sell
96,458
-2,482
-3% -$65.8K 0.21% 65
2023
Q1 		$2.65M Sell
98,940
-3,902
-4% -$103K 0.23% 67
2022
Q4 		$2.66M Sell
102,842
-8,188
-7% -$214K 0.24% 67
2022
Q3 		$2.88M Buy
111,030
+358
+0.3% +$9.95K 0.27% 66
2022
Q2 		$3.09M Buy
110,672
+1,360
+1% +$39.5K 0.27% 68
2022
Q1 		$3.32M Buy
109,312
+372
+0.3% +$11.4K 0.29% 65
2021
Q4 		$3.43M Buy
+108,940
New +$3.43M 0.25% 70

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

Fulton Breakefield Broenniman's SCHP Position: Q2 2026 in Review

Fulton Breakefield Broenniman reduced its Schwab US TIPS ETF (SCHP) stake by 0.36% in Q2 2026, selling an estimated $5.74K and leaving 59,279 shares worth $1.57M. The position accounts for 0.09% of the portfolio, ranked #85.

Fulton Breakefield Broenniman first reported a position in SCHP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.43M in Q4 2021. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Fulton Breakefield Broenniman held 59,279 shares of Schwab US TIPS ETF worth $1.57M as of Q2 2026.
  • Fulton Breakefield Broenniman sold 215 Schwab US TIPS ETF shares in Q2 2026, an estimated $5.74K.
  • Schwab US TIPS ETF made up 0.09% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #85 holding.
  • Fulton Breakefield Broenniman first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 19 quarters since.
  • Fulton Breakefield Broenniman's Schwab US TIPS ETF position peaked at $3.43M in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.