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Goldstone Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Goldstone Financial Group’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 		$3.47M Buy
130,782
+82,153
+169% +$2.19M 0.32% 64
2026
Q1 		$1.29M Buy
+48,629
New +$1.3M 0.14% 100

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

Goldstone Financial Group's SCHP Position: Q2 2026 in Review

Goldstone Financial Group increased its Schwab US TIPS ETF (SCHP) stake by 169% in Q2 2026, buying an estimated $2.19M and bringing the position to 130,782 shares worth $3.47M. The position accounts for 0.32% of the portfolio, ranked #64.

Goldstone Financial Group first reported a position in SCHP in Q1 2026 and has held it in 2 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Goldstone Financial Group held 130,782 shares of Schwab US TIPS ETF worth $3.47M as of Q2 2026.
  • Goldstone Financial Group bought 82,153 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.19M.
  • Schwab US TIPS ETF made up 0.32% of Goldstone Financial Group's portfolio in Q2 2026, its #64 holding.
  • Goldstone Financial Group first reported a position in Schwab US TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.