Golden State Equity Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Golden State Equity 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	$15.7K	Sell	591 -19,460	-97%	-$519K	0.04%	193
2026 Q1	$534K	Buy	+20,051	New	+$535K	0.04%	438
2024 Q4	–	Sell	-10	Closed	-$268	–	792
2024 Q3	$268	Buy	+10	New	+$264	﹤0.01%	894
2022 Q1	$319K	Buy	+10,520	New	+$323K	0.16%	147

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

Golden State Equity Partners's SCHP Position: Q2 2026 in Review

Golden State Equity Partners reduced its Schwab US TIPS ETF (SCHP) stake by 97% in Q2 2026, selling an estimated $519K and leaving 591 shares worth $15.7K. The position accounts for 0.04% of the portfolio, ranked #193.

Golden State Equity Partners first reported a position in SCHP in Q1 2022 and has held it in 4 quarters since. The position peaked at $534K in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Golden State Equity Partners held 591 shares of Schwab US TIPS ETF worth $15.7K as of Q2 2026.
Golden State Equity Partners sold 19,460 Schwab US TIPS ETF shares in Q2 2026, an estimated $519K.
Schwab US TIPS ETF made up 0.04% of Golden State Equity Partners's portfolio in Q2 2026, its #193 holding.
Golden State Equity Partners first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 4 quarters since.
Golden State Equity Partners's Schwab US TIPS ETF position peaked at $534K in Q1 2026.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.