Keener Financial Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Keener Financial Planning’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	–	Sell	-19,980	Closed	-$531K	–	63
2026 Q1	$531K	Buy	+19,980	New	+$533K	0.22%	29
2025 Q4	–	Sell	-156	Closed	-$4K	–	176
2025 Q3	$4K	Hold	156	–	–	﹤0.01%	190
2025 Q2	$4K	Sell	156 -172	-52%	-$4.55K	﹤0.01%	192
2025 Q1	$8K	Sell	328 -316	-49%	-$8.31K	0.01%	135
2024 Q4	$16K	Buy	644 +316	+96%	+$8.3K	0.01%	120
2024 Q3	$8K	Sell	328 -156	-32%	-$4.12K	0.01%	145
2024 Q2	$12K	Hold	484	–	–	0.01%	131
2024 Q1	$13K	Hold	484	–	–	0.01%	146
2023 Q4	$13K	Buy	+484	New	+$12.3K	0.01%	132

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

Keener Financial Planning's SCHP Position: Q2 2026 in Review

Keener Financial Planning sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 19,980 shares — an estimated $531K sold.

Keener Financial Planning first reported a position in SCHP in Q4 2023 and held it in 9 quarters. The position peaked at $531K in Q1 2026. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Keener Financial Planning reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
Keener Financial Planning sold 19,980 Schwab US TIPS ETF shares in Q2 2026, an estimated $531K.
Keener Financial Planning first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 9 quarters.
Keener Financial Planning's Schwab US TIPS ETF position peaked at $531K in Q1 2026.
787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.