BPI
SCHP icon

BFC Planning, Inc.’s Schwab US TIPS ETF SCHP Stock Holding History

BFC Planning, 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 		$437K Sell
16,507
-4,734
-22% -$126K 0.02% 648
2026
Q1 		$565K Buy
21,241
+580
+3% +$15.5K 0.03% 528
2025
Q4 		$547K Buy
20,661
+2
+0% +$54 0.02% 524
2025
Q3 		$557K Sell
20,659
-422
-2% -$11.3K 0.04% 359
2025
Q2 		$562K Buy
21,081
+218
+1% +$5.77K 0.04% 334
2025
Q1 		$561K Sell
20,863
-970
-4% -$25.5K 0.05% 312
2024
Q4 		$564K Buy
+21,833
New +$574K 0.05% 307

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
Municipal Employees' Retirement System of Michigan
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
MAI Capital Management
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
Lincoln National Corp
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

BFC Planning, Inc.'s SCHP Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Schwab US TIPS ETF (SCHP) stake by 22% in Q2 2026, selling an estimated $126K and leaving 16,507 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #648.

BFC Planning, Inc. first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $565K in Q1 2026. 794 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • BFC Planning, Inc. held 16,507 shares of Schwab US TIPS ETF worth $437K as of Q2 2026.
  • BFC Planning, Inc. sold 4,734 Schwab US TIPS ETF shares in Q2 2026, an estimated $126K.
  • Schwab US TIPS ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #648 holding.
  • BFC Planning, Inc. first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Schwab US TIPS ETF position peaked at $565K in Q1 2026.
  • 794 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.