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Legacy Wealth Management (Idaho)’s Schwab US TIPS ETF SCHP Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-12
Closed -$320 – 804
2026
Q1 		$320 Hold
12
– – ﹤0.01% 972
2025
Q4 		$318 Hold
12
– – ﹤0.01% 849
2025
Q3 		$324 Hold
12
– – ﹤0.01% 715
2025
Q2 		$321 Sell
12
-4
-25% -$106 ﹤0.01% 687
2025
Q1 		$431 Buy
16
+4
+33% +$105 ﹤0.01% 717
2024
Q4 		$315 Buy
+12
New +$315 ﹤0.01% 693

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
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SEI Investments
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SCHP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 12 shares — an estimated $320 sold.

Legacy Wealth Management (Idaho) first reported a position in SCHP in Q4 2024 and held it in 6 quarters. The position peaked at $431 in Q1 2025. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 12 Schwab US TIPS ETF shares in Q2 2026, an estimated $320.
  • Legacy Wealth Management (Idaho) first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Schwab US TIPS ETF position peaked at $431 in Q1 2025.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.