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 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 $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

L.K. Benson & Company's SCHP Position: Q1 2026 in Review

L.K. Benson & Company reduced its Schwab US TIPS ETF (SCHP) stake by 1.3% in Q1 2026, selling an estimated $16.9K and leaving 47,656 shares worth $1.27M. The position accounts for 0.42% of the portfolio, ranked #34.

L.K. Benson & Company first reported a position in SCHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q2 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

L.K. Benson & Company held 47,656 shares of Schwab US TIPS ETF worth $1.27M as of Q1 2026.
L.K. Benson & Company sold 635 Schwab US TIPS ETF shares in Q1 2026, an estimated $16.9K.
Schwab US TIPS ETF made up 0.42% of L.K. Benson & Company's portfolio in Q1 2026, its #34 holding.
L.K. Benson & Company first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
L.K. Benson & Company's Schwab US TIPS ETF position peaked at $1.53M in Q2 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on L.K. Benson & Company's 13F filing for Q1 2026, filed 21 Apr 2026.