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LGT Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

LGT Financial 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 		$50K Hold
1,887
– – 0.26% 61
2026
Q1 		$50.2K Buy
1,887
+59
+3% +$1.57K 0.26% 62
2025
Q4 		$48.4K Hold
1,828
– – 0.3% 60
2025
Q3 		$49.3K Buy
+1,828
New +$48.9K 0.11% 126
2025
Q2 		– Hold
0
– – – 614
2025
Q1 		– Hold
0
– – – 296
2024
Q4 		– Sell
-2
Closed -$53 – 713
2024
Q3 		$41 Sell
2
-1,358
-100% -$35.9K ﹤0.01% 692
2024
Q2 		$35.4K Buy
1,360
+612
+82% +$15.8K 0.07% 201
2024
Q1 		$19.5K Sell
748
-572
-43% -$14.8K 0.02% 364
2023
Q4 		$34.4K Sell
1,320
-2,598
-66% -$66.1K 0.04% 250
2023
Q3 		$98.9K Buy
3,918
+430
+12% +$11.1K 0.13% 156
2023
Q2 		$91.4K Buy
3,488
+20
+0.6% +$530 0.1% 139
2023
Q1 		$92.9K Hold
3,468
– – 0.17% 85
2022
Q4 		$89.8K Buy
+3,468
New +$90.7K 0.11% 121

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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

LGT Financial Advisors's SCHP Position: Q2 2026 in Review

LGT Financial Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 1,887 shares worth $50K. The position accounts for 0.26% of the portfolio, ranked #61.

LGT Financial Advisors first reported a position in SCHP in Q4 2022 and has held it in 12 quarters since. The position peaked at $98.9K in Q3 2023. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • LGT Financial Advisors held 1,887 shares of Schwab US TIPS ETF worth $50K as of Q2 2026.
  • LGT Financial Advisors left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up 0.26% of LGT Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • LGT Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 12 quarters since.
  • LGT Financial Advisors's Schwab US TIPS ETF position peaked at $98.9K in Q3 2023.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.