HBS
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Howard Bailey Securities’s Schwab US TIPS ETF SCHP Stock Holding History

Howard Bailey Securities’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 		$517K Sell
19,498
-17,641
-47% -$471K 0.19% 59
2026
Q1 		$988K Buy
+37,139
New +$991K 0.41% 42
2025
Q1 		– Sell
-20,443
Closed -$528K – 177
2024
Q4 		$528K Buy
20,443
+9,833
+93% +$258K 0.2% 69
2024
Q3 		$285K Buy
+10,610
New +$280K 0.11% 125

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

Howard Bailey Securities's SCHP Position: Q2 2026 in Review

Howard Bailey Securities reduced its Schwab US TIPS ETF (SCHP) stake by 47% in Q2 2026, selling an estimated $471K and leaving 19,498 shares worth $517K. The position accounts for 0.19% of the portfolio, ranked #59.

Howard Bailey Securities first reported a position in SCHP in Q3 2024 and has held it in 4 quarters since. The position peaked at $988K in Q1 2026. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Howard Bailey Securities held 19,498 shares of Schwab US TIPS ETF worth $517K as of Q2 2026.
  • Howard Bailey Securities sold 17,641 Schwab US TIPS ETF shares in Q2 2026, an estimated $471K.
  • Schwab US TIPS ETF made up 0.19% of Howard Bailey Securities's portfolio in Q2 2026, its #59 holding.
  • Howard Bailey Securities first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 4 quarters since.
  • Howard Bailey Securities's Schwab US TIPS ETF position peaked at $988K in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.