LifeGoal Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

LifeGoal Wealth 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	$369K	Sell	13,926 -4,164	-23%	-$111K	0.17%	84
2026 Q1	$480K	Sell	18,090 -7,212	-29%	-$192K	0.28%	55
2025 Q4	$670K	Sell	25,302 -12,136	-32%	-$326K	0.45%	38
2025 Q3	$1.01M	Sell	37,438 -102,991	-73%	-$2.76M	0.84%	26
2025 Q2	$3.75M	Buy	140,429 +120,597	+608%	+$3.19M	3.56%	8
2025 Q1	$533K	Sell	19,832 -19,387	-49%	-$510K	0.58%	36
2024 Q4	$1.01M	Buy	+39,219	New	+$1.03M	1.1%	24

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

LifeGoal Wealth Advisors's SCHP Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 23% in Q2 2026, selling an estimated $111K and leaving 13,926 shares worth $369K. The position accounts for 0.17% of the portfolio, ranked #84.

LifeGoal Wealth Advisors first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.75M in Q2 2025. 369 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

LifeGoal Wealth Advisors held 13,926 shares of Schwab US TIPS ETF worth $369K as of Q2 2026.
LifeGoal Wealth Advisors sold 4,164 Schwab US TIPS ETF shares in Q2 2026, an estimated $111K.
Schwab US TIPS ETF made up 0.17% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #84 holding.
LifeGoal Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Schwab US TIPS ETF position peaked at $3.75M in Q2 2025.
369 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.