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

LifeGuide 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 		$54.9M Buy
2,072,506
+130,968
+7% +$3.49M 15.64% 2
2026
Q1 		$51.7M Buy
1,941,538
+104,230
+6% +$2.78M 16.52% 2
2025
Q4 		$48.7M Buy
1,837,308
+154,957
+9% +$4.16M 16.14% 2
2025
Q3 		$44.7M Buy
1,682,351
+2,357
+0.1% +$63.1K 16.46% 2
2025
Q2 		$44.8M Buy
1,679,994
+49,380
+3% +$1.31M 16.54% 2
2025
Q1 		$43.8M Buy
1,630,614
+62,993
+4% +$1.66M 17.89% 2
2024
Q4 		$40.5M Buy
1,567,621
+79,037
+5% +$2.08M 17.37% 2
2024
Q3 		$39.9M Buy
1,488,584
+117,008
+9% +$3.09M 17.03% 2
2024
Q2 		$35.7M Buy
1,371,576
+89,012
+7% +$2.3M 17.33% 2
2024
Q1 		$33.4M Buy
1,282,564
+76,256
+6% +$1.98M 16.85% 2
2023
Q4 		$31.5M Sell
1,206,308
-6,188
-0.5% -$157K 16.64% 2
2023
Q3 		$30.6M Buy
1,212,496
+170,788
+16% +$4.4M 17.89% 2
2023
Q2 		$27.3M Buy
1,041,708
+93,402
+10% +$2.48M 18.46% 2
2023
Q1 		$25.4M Buy
948,306
+39,532
+4% +$1.04M 20.45% 2
2022
Q4 		$23.5M Sell
908,774
-36,172
-4% -$946K 20.4% 2
2022
Q3 		$24.5M Buy
944,946
+25,008
+3% +$695K 23.93% 2
2022
Q2 		$25.7M Buy
919,938
+414,520
+82% +$12M 23.43% 2
2022
Q1 		$15.3M Buy
+505,418
New +$15.5M 11.84% 4

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

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

LifeGuide Financial Advisors increased its Schwab US TIPS ETF (SCHP) stake by 6.7% in Q2 2026, buying an estimated $3.49M and bringing the position to 2,072,506 shares worth $54.9M. The position accounts for 15.64% of the portfolio, ranked #2.

LifeGuide Financial Advisors first reported a position in SCHP in Q1 2022 and has held it in 18 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • LifeGuide Financial Advisors held 2,072,506 shares of Schwab US TIPS ETF worth $54.9M as of Q2 2026.
  • LifeGuide Financial Advisors bought 130,968 Schwab US TIPS ETF shares in Q2 2026, an estimated $3.49M.
  • Schwab US TIPS ETF made up 15.64% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • LifeGuide Financial Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 18 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.