Montgomery Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Montgomery Financial Services’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	$384K	Buy	+14,476	New	+$386K	0.33%	23

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

Montgomery Financial Services's SCHP Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 14,476 shares worth $384K. The stake represents 0.33% of the portfolio and ranks #23 among its holdings.

753 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Montgomery Financial Services held 14,476 shares of Schwab US TIPS ETF worth $384K as of Q2 2026.
Schwab US TIPS ETF was a new Montgomery Financial Services position in Q2 2026.
Schwab US TIPS ETF made up 0.33% of Montgomery Financial Services's portfolio in Q2 2026, its #23 holding.
753 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.