Kingdom Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Kingdom Financial Group’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	$928K	Sell	35,038 -35,022	-50%	-$934K	0.24%	44
2026 Q1	$1.86M	Buy	70,060 +69,974	+81,365%	+$1.87M	0.53%	21
2025 Q4	$2.29K	Buy	+86	New	+$2.31K	﹤0.01%	572
2025 Q1	–	Sell	-16,323	Closed	-$422K	–	50
2024 Q4	$422K	Buy	16,323 +7,585	+87%	+$199K	0.29%	31
2024 Q3	$234K	Sell	8,738 -1,618	-16%	-$42.7K	0.18%	45
2024 Q2	$269K	Sell	10,356 -8,666	-46%	-$224K	0.18%	42
2024 Q1	$496K	Buy	+19,022	New	+$493K	0.35%	30
2023 Q4	–	Sell	-13,274	Closed	-$335K	–	82
2023 Q3	$335K	Buy	+13,274	New	+$342K	0.32%	48

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

Kingdom Financial Group's SCHP Position: Q2 2026 in Review

Kingdom Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 50% in Q2 2026, selling an estimated $934K and leaving 35,038 shares worth $928K. The position accounts for 0.24% of the portfolio, ranked #44.

Kingdom Financial Group first reported a position in SCHP in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.86M in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Kingdom Financial Group held 35,038 shares of Schwab US TIPS ETF worth $928K as of Q2 2026.
Kingdom Financial Group sold 35,022 Schwab US TIPS ETF shares in Q2 2026, an estimated $934K.
Schwab US TIPS ETF made up 0.24% of Kingdom Financial Group's portfolio in Q2 2026, its #44 holding.
Kingdom Financial Group first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 8 quarters since.
Kingdom Financial Group's Schwab US TIPS ETF position peaked at $1.86M in Q1 2026.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.