Leeward Financial Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Leeward Financial Partners’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	$1.1M	Hold	41,380	–	–	0.29%	57
2026 Q1	$1.1M	Hold	41,380	–	–	0.33%	53
2025 Q4	$1.1M	Hold	41,380	–	–	0.31%	54
2025 Q3	$1.12M	Hold	41,380	–	–	0.32%	53
2025 Q2	$1.1M	Hold	41,380	–	–	0.35%	54
2025 Q1	$1.11M	Hold	41,380	–	–	0.42%	51
2024 Q4	$1.07M	Hold	41,380	–	–	0.38%	53
2024 Q3	$1.11M	Hold	41,380	–	–	0.42%	52
2024 Q2	$1.08M	Sell	41,380 -1,280	-3%	-$33.1K	0.44%	51
2024 Q1	$1.11M	Hold	42,660	–	–	0.47%	51
2023 Q4	$1.11M	Hold	42,660	–	–	0.54%	49
2023 Q3	$1.08M	Hold	42,660	–	–	0.6%	48
2023 Q2	$1.12M	Hold	42,660	–	–	0.64%	48
2023 Q1	$1.14M	Hold	42,660	–	–	0.7%	46
2022 Q4	$1.1M	Hold	42,660	–	–	0.76%	45
2022 Q3	$1.1M	Hold	42,660	–	–	0.79%	44
2022 Q2	$1.19M	Hold	42,660	–	–	0.82%	44
2022 Q1	$1.29M	Hold	42,660	–	–	0.8%	45
2021 Q4	$1.34M	Buy	+42,660	New	+$1.34M	0.84%	44

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

Leeward Financial Partners's SCHP Position: Q2 2026 in Review

Leeward Financial Partners held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 41,380 shares worth $1.1M. The position accounts for 0.29% of the portfolio, ranked #57.

Leeward Financial Partners first reported a position in SCHP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q4 2021. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Leeward Financial Partners held 41,380 shares of Schwab US TIPS ETF worth $1.1M as of Q2 2026.
Leeward Financial Partners left its Schwab US TIPS ETF share count unchanged in Q2 2026.
Schwab US TIPS ETF made up 0.29% of Leeward Financial Partners's portfolio in Q2 2026, its #57 holding.
Leeward Financial Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 19 quarters since.
Leeward Financial Partners's Schwab US TIPS ETF position peaked at $1.34M in Q4 2021.
790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.