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Legacy Investment Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$321 Buy
+12
New +$318 ﹤0.01% 687
2024
Q4 		$315 Buy
+12
New +$315 ﹤0.01% 693

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SEI Investments
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VOYA Investment Management
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QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
LNC
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AllianceBernstein
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Legacy Investment Solutions's SCHP Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2025: 12 shares worth $321. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SCHP as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SCHP in Q4 2024 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Legacy Investment Solutions held 12 shares of Schwab US TIPS ETF worth $321 as of Q2 2025.
  • Schwab US TIPS ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Schwab US TIPS ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #687 holding.
  • Legacy Investment Solutions first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.