KFP
SCHP icon

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

Kerr 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 		$3.81K Buy
144
+2
+1% +$53 ﹤0.01% 445
2026
Q1 		$3.81K Sell
142
-139
-49% -$3.71K ﹤0.01% 433
2025
Q4 		$7.54K Buy
281
+141
+101% +$3.78K 0.01% 388
2025
Q3 		$3.77K Buy
+140
New +$3.75K 0.01% 436

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

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

Kerr Financial Planning increased its Schwab US TIPS ETF (SCHP) stake by 1.4% in Q2 2026, buying an estimated $53 and bringing the position to 144 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Kerr Financial Planning first reported a position in SCHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.54K in Q4 2025. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Kerr Financial Planning held 144 shares of Schwab US TIPS ETF worth $3.81K as of Q2 2026.
  • Kerr Financial Planning bought 2 Schwab US TIPS ETF shares in Q2 2026, an estimated $53.
  • Schwab US TIPS ETF made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #445 holding.
  • Kerr Financial Planning first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Schwab US TIPS ETF position peaked at $7.54K in Q4 2025.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.