MKA
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M. Kulyk & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

M. Kulyk & Associates’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 		$1.16M Sell
43,797
-1,562
-3% -$41.7K 0.19% 55
2026
Q1 		$1.21M Buy
45,359
+4,231
+10% +$113K 0.23% 54
2025
Q4 		$1.09M Buy
41,128
+22,786
+124% +$611K 0.21% 52
2025
Q3 		$494K Sell
18,342
-3,358
-15% -$89.9K 0.1% 64
2025
Q2 		$579K Buy
+21,700
New +$574K 0.13% 66

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

M. Kulyk & Associates's SCHP Position: Q2 2026 in Review

M. Kulyk & Associates reduced its Schwab US TIPS ETF (SCHP) stake by 3.4% in Q2 2026, selling an estimated $41.7K and leaving 43,797 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #55.

M. Kulyk & Associates first reported a position in SCHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.21M in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • M. Kulyk & Associates held 43,797 shares of Schwab US TIPS ETF worth $1.16M as of Q2 2026.
  • M. Kulyk & Associates sold 1,562 Schwab US TIPS ETF shares in Q2 2026, an estimated $41.7K.
  • Schwab US TIPS ETF made up 0.19% of M. Kulyk & Associates's portfolio in Q2 2026, its #55 holding.
  • M. Kulyk & Associates first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • M. Kulyk & Associates's Schwab US TIPS ETF position peaked at $1.21M in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.