Merit Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Merit Financial Group’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	$3.05M	Buy	114,910 +2,743	+2%	+$73.2K	0.02%	582
2026 Q1	$2.98M	Buy	112,167 +16,117	+17%	+$430K	0.02%	540
2025 Q4	$2.54M	Buy	96,050 +8,003	+9%	+$215K	0.02%	551
2025 Q3	$2.37M	Buy	88,047 +981	+1%	+$26.3K	0.02%	509
2025 Q2	$2.32M	Buy	87,066 +21,277	+32%	+$563K	0.03%	477
2025 Q1	$1.77M	Buy	+65,789	New	+$1.73M	0.03%	469
2024 Q4	–	Sell	-11,036	Closed	-$296K	–	1183
2024 Q3	$296K	Buy	11,036 +1,426	+15%	+$37.7K	0.01%	673
2024 Q2	$250K	Sell	9,610 -4,132	-30%	-$107K	0.01%	778
2024 Q1	$354K	Buy	+13,742	New	+$356K	0.01%	652
2023 Q1	–	Sell	-7,838	Closed	-$203K	–	710
2022 Q4	$203K	Buy	+7,838	New	+$205K	0.01%	621

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

Merit Financial Group's SCHP Position: Q2 2026 in Review

Merit Financial Group increased its Schwab US TIPS ETF (SCHP) stake by 2.4% in Q2 2026, buying an estimated $73.2K and bringing the position to 114,910 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #582.

Merit Financial Group first reported a position in SCHP in Q4 2022 and has held it in 10 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Merit Financial Group held 114,910 shares of Schwab US TIPS ETF worth $3.05M as of Q2 2026.
Merit Financial Group bought 2,743 Schwab US TIPS ETF shares in Q2 2026, an estimated $73.2K.
Schwab US TIPS ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #582 holding.
Merit Financial Group first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 10 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.