L.K. Benson & Company’s Schwab US TIPS ETF SCHP Stock Holding History

L.K. Benson & Company’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	$1.18M	Sell	44,662 -2,994	-6%	-$79.9K	0.36%	43
2026 Q1	$1.27M	Sell	47,656 -635	-1%	-$16.9K	0.42%	34
2025 Q4	$1.28M	Sell	48,291 -4,502	-9%	-$121K	0.64%	36
2025 Q3	$1.42M	Sell	52,793 -4,727	-8%	-$127K	0.77%	30
2025 Q2	$1.53M	Buy	57,520 +13,321	+30%	+$352K	0.94%	25
2025 Q1	$1.19M	Sell	44,199 -8,376	-16%	-$220K	0.82%	30
2024 Q4	$1.36M	Buy	+52,575	New	+$1.38M	0.96%	26

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

L.K. Benson & Company's SCHP Position: Q2 2026 in Review

L.K. Benson & Company reduced its Schwab US TIPS ETF (SCHP) stake by 6.3% in Q2 2026, selling an estimated $79.9K and leaving 44,662 shares worth $1.18M. The position accounts for 0.36% of the portfolio, ranked #43.

L.K. Benson & Company first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q2 2025. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

L.K. Benson & Company held 44,662 shares of Schwab US TIPS ETF worth $1.18M as of Q2 2026.
L.K. Benson & Company sold 2,994 Schwab US TIPS ETF shares in Q2 2026, an estimated $79.9K.
Schwab US TIPS ETF made up 0.36% of L.K. Benson & Company's portfolio in Q2 2026, its #43 holding.
L.K. Benson & Company first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's Schwab US TIPS ETF position peaked at $1.53M in Q2 2025.
787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.