Leonard Rickey Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Leonard Rickey Investment Advisors’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	$261K	Buy	9,840 +1,249	+15%	+$33.3K	0.04%	106
2026 Q1	$229K	Sell	8,591 -450	-5%	-$12K	0.04%	105
2025 Q4	$240K	Buy	9,041 +280	+3%	+$7.51K	0.04%	104
2025 Q3	$236K	Buy	8,761 +895	+11%	+$24K	0.04%	104
2025 Q2	$210K	Buy	7,866 +67	+0.9%	+$1.77K	0.04%	111
2025 Q1	$205K	Buy	+7,799	New	+$205K	0.04%	105
2024 Q4	–	Sell	-8,114	Closed	-$218K	–	109
2024 Q3	$218K	Sell	8,114 -72	-0.9%	-$1.9K	0.05%	104
2024 Q2	$213K	Buy	+8,186	New	+$212K	0.05%	99

Other funds holding SCHP

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

QCM

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Leonard Rickey Investment Advisors's SCHP Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 15% in Q2 2026, buying an estimated $33.3K and bringing the position to 9,840 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #106.

Leonard Rickey Investment Advisors first reported a position in SCHP in Q2 2024 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Leonard Rickey Investment Advisors held 9,840 shares of Schwab US TIPS ETF worth $261K as of Q2 2026.
Leonard Rickey Investment Advisors bought 1,249 Schwab US TIPS ETF shares in Q2 2026, an estimated $33.3K.
Schwab US TIPS ETF made up 0.04% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #106 holding.
Leonard Rickey Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 8 quarters since.
369 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.