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Leavell Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Leavell Investment Management’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 		$252K Buy
+9,522
New +$254K 0.01% 569

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Leavell Investment Management's SCHP Position: Q2 2026 in Review

Leavell Investment Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 9,522 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings.

243 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Leavell Investment Management held 9,522 shares of Schwab US TIPS ETF worth $252K as of Q2 2026.
  • Schwab US TIPS ETF was a new Leavell Investment Management position in Q2 2026.
  • Schwab US TIPS ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #569 holding.
  • 243 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.