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LifeSteps Financial’s Schwab US TIPS ETF SCHP Stock Holding History

LifeSteps Financial’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 		$5.94K Buy
+224
New +$5.98K ﹤0.01% 504
2024
Q2 		– Sell
-344
Closed -$8.97K – 343
2024
Q1 		$8.97K Buy
+344
New +$8.92K 0.01% 304

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

LifeSteps Financial's SCHP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 224 shares worth $5.94K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SCHP as recently as Q1 2024.

LifeSteps Financial first reported a position in SCHP in Q1 2024 and has held it in 2 quarters since. The position peaked at $8.97K in Q1 2024. 243 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • LifeSteps Financial held 224 shares of Schwab US TIPS ETF worth $5.94K as of Q2 2026.
  • Schwab US TIPS ETF was a new LifeSteps Financial position in Q2 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #504 holding.
  • LifeSteps Financial first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Schwab US TIPS ETF position peaked at $8.97K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.