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Horizon Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Horizon Financial Services’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 		$4.98M Buy
188,009
+8,515
+5% +$227K 1.91% 14
2026
Q1 		$4.78M Buy
179,494
+44,754
+33% +$1.19M 2.11% 12
2025
Q4 		$3.57M Buy
134,740
+4,806
+4% +$129K 1.62% 15
2025
Q3 		$3.5M Buy
129,934
+829
+0.6% +$22.2K 1.67% 17
2025
Q2 		$3.44M Sell
129,105
-525
-0.4% -$13.9K 1.83% 14
2025
Q1 		$3.49M Buy
129,630
+4,873
+4% +$128K 1.94% 14
2024
Q4 		$3.22M Buy
124,757
+5,547
+5% +$146K 1.81% 16
2024
Q3 		$3.2M Sell
119,210
-926
-0.8% -$24.5K 1.9% 16
2024
Q2 		$3.12M Sell
120,136
-724
-0.6% -$18.7K 1.97% 16
2024
Q1 		$3.15M Sell
120,860
-3,676
-3% -$95.4K 2.02% 16
2023
Q4 		$3.25M Buy
124,536
+6,042
+5% +$154K 2.29% 16
2023
Q3 		$2.99M Buy
118,494
+6,982
+6% +$180K 2.4% 15
2023
Q2 		$2.92M Buy
111,512
+4,450
+4% +$118K 2.38% 16
2023
Q1 		$2.87M Sell
107,062
-3,394
-3% -$89.3K 2.46% 15
2022
Q4 		$2.86M Sell
110,456
-1,626
-1% -$42.5K 2.47% 15
2022
Q3 		$2.9M Sell
112,082
-7,292
-6% -$203K 2.58% 14
2022
Q2 		$3.33M Sell
119,374
-71,368
-37% -$2.07M 2.57% 16
2022
Q1 		$5.79M Sell
190,742
-75,440
-28% -$2.31M 3.69% 11
2021
Q4 		$8.37M Buy
266,182
+28,760
+12% +$906K 5.08% 5
2021
Q3 		$7.43M Buy
237,422
+67,936
+40% +$2.14M 4.89% 5
2021
Q2 		$5.3M Buy
+169,486
New +$5.25M 3.84% 5

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

Horizon Financial Services's SCHP Position: Q2 2026 in Review

Horizon Financial Services increased its Schwab US TIPS ETF (SCHP) stake by 4.7% in Q2 2026, buying an estimated $227K and bringing the position to 188,009 shares worth $4.98M. The position accounts for 1.91% of the portfolio, ranked #14.

Horizon Financial Services first reported a position in SCHP in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.37M in Q4 2021. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Horizon Financial Services held 188,009 shares of Schwab US TIPS ETF worth $4.98M as of Q2 2026.
  • Horizon Financial Services bought 8,515 Schwab US TIPS ETF shares in Q2 2026, an estimated $227K.
  • Schwab US TIPS ETF made up 1.91% of Horizon Financial Services's portfolio in Q2 2026, its #14 holding.
  • Horizon Financial Services first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 21 quarters since.
  • Horizon Financial Services's Schwab US TIPS ETF position peaked at $8.37M in Q4 2021.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.