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Kelleher Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Kelleher Financial Advisors’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
-101
Closed -$2.7K – 907
2026
Q1 		$2.7K Buy
+101
New +$2.69K ﹤0.01% 621

Other funds holding SCHP

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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

Kelleher Financial Advisors's SCHP Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 101 shares — an estimated $2.7K sold.

Kelleher Financial Advisors first reported a position in SCHP in Q1 2026 and held it in 1 quarter. The position peaked at $2.7K in Q1 2026. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 101 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.7K.
  • Kelleher Financial Advisors first reported a position in Schwab US TIPS ETF in Q1 2026 and held it in 1 quarter.
  • Kelleher Financial Advisors's Schwab US TIPS ETF position peaked at $2.7K in Q1 2026.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.