Jones Financial Companies
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Jones Financial Companies’s Schwab US TIPS ETF SCHP Stock Holding History

Jones Financial Companies’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 		$2.78M Buy
104,482
+36,538
+54% +$975K ﹤0.01% 1446
2026
Q1 		$1.8M Buy
67,944
+7,851
+13% +$209K ﹤0.01% 1474
2025
Q4 		$1.59M Buy
60,093
+638
+1% +$17.1K ﹤0.01% 1054
2025
Q3 		$1.6M Buy
59,455
+3,733
+7% +$99.9K ﹤0.01% 933
2025
Q2 		$1.48M Buy
55,722
+3,775
+7% +$99.9K ﹤0.01% 850
2025
Q1 		$1.39M Buy
51,947
+39,648
+322% +$1.04M ﹤0.01% 749
2024
Q4 		$318K Buy
12,299
+1,893
+18% +$49.8K ﹤0.01% 1167
2024
Q3 		$279K Buy
10,406
+8,444
+430% +$223K ﹤0.01% 1025
2024
Q2 		$51K Buy
1,962
+1,570
+401% +$40.6K ﹤0.01% 1248
2024
Q1 		$10.2K Buy
+392
New +$10.2K ﹤0.01% 1061
2023
Q4 		– Sell
-250
Closed -$6.31K – 1034
2023
Q3 		$6.31K Buy
+250
New +$6.44K ﹤0.01% 505
2022
Q2 		– Sell
-1,750
Closed -$53K – 826
2022
Q1 		$53K Buy
1,750
+1,138
+186% +$34.9K ﹤0.01% 341
2021
Q4 		$19K Buy
+612
New +$19.3K ﹤0.01% 470

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

Jones Financial Companies's SCHP Position: Q2 2026 in Review

Jones Financial Companies increased its Schwab US TIPS ETF (SCHP) stake by 54% in Q2 2026, buying an estimated $975K and bringing the position to 104,482 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Jones Financial Companies first reported a position in SCHP in Q4 2021 and has held it in 13 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Jones Financial Companies held 104,482 shares of Schwab US TIPS ETF worth $2.78M as of Q2 2026.
  • Jones Financial Companies bought 36,538 Schwab US TIPS ETF shares in Q2 2026, an estimated $975K.
  • Schwab US TIPS ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1446 holding.
  • Jones Financial Companies first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 13 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.