Lord & Richards Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Lord & Richards 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 Q1	$2.87M	Sell	107,918 -104	-0.1%	-$2.77K	2.52%	9
2025 Q4	$2.86M	Buy	108,022 +5,366	+5%	+$144K	2.46%	9
2025 Q3	$2.77M	Buy	102,656 +93,254	+992%	+$2.5M	2.53%	9
2025 Q2	$251K	Buy	9,402 +9,390	+78,250%	+$248K	0.26%	52
2025 Q1	$323	Buy	+12	New	+$316	﹤0.01%	174

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

Lord & Richards Wealth Management's SCHP Position: Q1 2026 in Review

Lord & Richards Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 0.1% in Q1 2026, selling an estimated $2.77K and leaving 107,918 shares worth $2.87M. The position accounts for 2.52% of the portfolio, ranked #9.

Lord & Richards Wealth Management first reported a position in SCHP in Q1 2025 and has held it in 5 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Lord & Richards Wealth Management held 107,918 shares of Schwab US TIPS ETF worth $2.87M as of Q1 2026.
Lord & Richards Wealth Management sold 104 Schwab US TIPS ETF shares in Q1 2026, an estimated $2.77K.
Schwab US TIPS ETF made up 2.52% of Lord & Richards Wealth Management's portfolio in Q1 2026, its #9 holding.
Lord & Richards Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 5 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.