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

Longview 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 		– Sell
-340
Closed -$9.05K – 127
2026
Q1 		$9.05K Buy
+340
New +$9.07K 0.01% 121

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JP Morgan Chase
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MERSOM
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
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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
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Longview Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 340 shares — an estimated $9.05K sold.

Longview Financial Advisors first reported a position in SCHP in Q1 2026 and held it in 1 quarter. The position peaked at $9.05K in Q1 2026. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Longview Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 340 Schwab US TIPS ETF shares in Q2 2026, an estimated $9.05K.
  • Longview Financial Advisors first reported a position in Schwab US TIPS ETF in Q1 2026 and held it in 1 quarter.
  • Longview Financial Advisors's Schwab US TIPS ETF position peaked at $9.05K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.