Kondo Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Kondo Wealth 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	$407K	Buy	15,356 +790	+5%	+$21.1K	0.14%	50
2026 Q1	$388K	Buy	14,566 +143	+1%	+$3.81K	0.15%	50
2025 Q4	$382K	Buy	14,423 +125	+0.9%	+$3.35K	0.15%	51
2025 Q3	$385K	Sell	14,298 -1,170	-8%	-$31.3K	0.16%	48
2025 Q2	$411K	Sell	15,468 -664	-4%	-$17.6K	0.18%	43
2025 Q1	$434K	Sell	16,132 -3,879	-19%	-$102K	0.21%	39
2024 Q4	$517K	Buy	+20,011	New	+$526K	0.26%	37

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

Kondo Wealth Advisors's SCHP Position: Q2 2026 in Review

Kondo Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 5.4% in Q2 2026, buying an estimated $21.1K and bringing the position to 15,356 shares worth $407K. The position accounts for 0.14% of the portfolio, ranked #50.

Kondo Wealth Advisors first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $517K in Q4 2024. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Kondo Wealth Advisors held 15,356 shares of Schwab US TIPS ETF worth $407K as of Q2 2026.
Kondo Wealth Advisors bought 790 Schwab US TIPS ETF shares in Q2 2026, an estimated $21.1K.
Schwab US TIPS ETF made up 0.14% of Kondo Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Kondo Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Kondo Wealth Advisors's Schwab US TIPS ETF position peaked at $517K in Q4 2024.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.