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

Guardian 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	$421K	Sell	15,881 -917	-5%	-$24.5K	0.16%	57
2026 Q1	$447K	Buy	16,798 +2,889	+21%	+$77.1K	0.19%	51
2025 Q4	$368K	Buy	13,909 +67	+0.5%	+$1.8K	0.16%	55
2025 Q3	$373K	Sell	13,842 -275	-2%	-$7.36K	0.16%	53
2025 Q2	$377K	Buy	14,117 +584	+4%	+$15.5K	0.17%	50
2025 Q1	$364K	Sell	13,533 -621	-4%	-$16.3K	0.17%	51
2024 Q4	$366K	Buy	14,154 +5,426	+62%	+$143K	0.22%	41
2024 Q3	$234K	Sell	8,728 -1,188	-12%	-$31.4K	0.15%	43
2024 Q2	$258K	Buy	9,916 +88	+0.9%	+$2.27K	0.17%	41
2024 Q1	$256K	Buy	9,828 +2,010	+26%	+$52.1K	0.18%	41
2023 Q4	$204K	Buy	+7,818	New	+$199K	0.17%	43

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

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

Guardian Financial Partners reduced its Schwab US TIPS ETF (SCHP) stake by 5.5% in Q2 2026, selling an estimated $24.5K and leaving 15,881 shares worth $421K. The position accounts for 0.16% of the portfolio, ranked #57.

Guardian Financial Partners first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $447K in Q1 2026. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Guardian Financial Partners held 15,881 shares of Schwab US TIPS ETF worth $421K as of Q2 2026.
Guardian Financial Partners sold 917 Schwab US TIPS ETF shares in Q2 2026, an estimated $24.5K.
Schwab US TIPS ETF made up 0.16% of Guardian Financial Partners's portfolio in Q2 2026, its #57 holding.
Guardian Financial Partners first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Financial Partners's Schwab US TIPS ETF position peaked at $447K in Q1 2026.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.