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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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. 787 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.
787 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.