LongView Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

LongView Wealth Management’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	$800K	Sell	30,204 -10,091	-25%	-$269K	0.21%	98
2026 Q1	$1.08M	Sell	40,295 -2,869	-7%	-$76.5K	0.27%	80
2025 Q4	$1.15M	Sell	43,164 -814	-2%	-$21.8K	0.28%	76
2025 Q3	$1.19M	Sell	43,978 -5,085	-10%	-$136K	0.32%	70
2025 Q2	$1.31M	Sell	49,063 -1,422	-3%	-$37.6K	0.4%	56
2025 Q1	$1.36M	Buy	50,485 +81	+0.2%	+$2.13K	0.41%	55
2024 Q4	$1.3M	Sell	50,404 -4,408	-8%	-$116K	0.4%	57
2024 Q3	$1.47M	Sell	54,812 -2,854	-5%	-$75.4K	0.47%	48
2024 Q2	$1.5M	Sell	57,666 -3,812	-6%	-$98.6K	0.55%	42
2024 Q1	$1.6M	Sell	61,478 -20,468	-25%	-$531K	0.64%	39
2023 Q4	$2.13M	Buy	+81,946	New	+$2.08M	0.95%	25

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

LongView Wealth Management's SCHP Position: Q2 2026 in Review

LongView Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 25% in Q2 2026, selling an estimated $269K and leaving 30,204 shares worth $800K. The position accounts for 0.21% of the portfolio, ranked #98.

LongView Wealth Management first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q4 2023. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

LongView Wealth Management held 30,204 shares of Schwab US TIPS ETF worth $800K as of Q2 2026.
LongView Wealth Management sold 10,091 Schwab US TIPS ETF shares in Q2 2026, an estimated $269K.
Schwab US TIPS ETF made up 0.21% of LongView Wealth Management's portfolio in Q2 2026, its #98 holding.
LongView Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Schwab US TIPS ETF position peaked at $2.13M in Q4 2023.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.