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

LifePlan 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 Q1	$5.45M	Buy	204,939 +7,981	+4%	+$213K	2.14%	12
2025 Q4	$5.22M	Buy	196,958 +6,560	+3%	+$176K	2.12%	12
2025 Q3	$5.13M	Buy	190,398 +6,824	+4%	+$183K	2.15%	11
2025 Q2	$4.9M	Buy	183,574 +1,534	+0.8%	+$40.6K	2.43%	10
2025 Q1	$4.9M	Buy	182,040 +1,300	+0.7%	+$34.2K	2.82%	6
2024 Q4	$4.67M	Sell	180,740 -7,680	-4%	-$202K	2.89%	6
2024 Q3	$5.05M	Buy	188,420 +9,370	+5%	+$247K	3.23%	6
2024 Q2	$4.66M	Buy	179,050 +12,980	+8%	+$336K	3.36%	6
2024 Q1	$4.33M	Buy	166,070 +8,390	+5%	+$218K	3.45%	6
2023 Q4	$4.12M	Buy	157,680 +3,644	+2%	+$92.7K	3.77%	7
2023 Q3	$3.89M	Buy	154,036 +4,104	+3%	+$106K	4.13%	8
2023 Q2	$3.93M	Buy	+149,932	New	+$3.97M	4.39%	7

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

QCM

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LifePlan Investment Advisors's SCHP Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 4.1% in Q1 2026, buying an estimated $213K and bringing the position to 204,939 shares worth $5.45M. The position accounts for 2.14% of the portfolio, ranked #12.

LifePlan Investment Advisors first reported a position in SCHP in Q2 2023 and has held it in 12 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

LifePlan Investment Advisors held 204,939 shares of Schwab US TIPS ETF worth $5.45M as of Q1 2026.
LifePlan Investment Advisors bought 7,981 Schwab US TIPS ETF shares in Q1 2026, an estimated $213K.
Schwab US TIPS ETF made up 2.14% of LifePlan Investment Advisors's portfolio in Q1 2026, its #12 holding.
LifePlan Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2023 and has held it in 12 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.