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 Q2	$3.03M	Buy	114,213 +6,295	+6%	+$168K	2.37%	10
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 $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

Lord & Richards Wealth Management's SCHP Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 5.8% in Q2 2026, buying an estimated $168K and bringing the position to 114,213 shares worth $3.03M. The position accounts for 2.37% of the portfolio, ranked #10.

Lord & Richards Wealth Management first reported a position in SCHP in Q1 2025 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Lord & Richards Wealth Management held 114,213 shares of Schwab US TIPS ETF worth $3.03M as of Q2 2026.
Lord & Richards Wealth Management bought 6,295 Schwab US TIPS ETF shares in Q2 2026, an estimated $168K.
Schwab US TIPS ETF made up 2.37% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #10 holding.
Lord & Richards Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 6 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.