MPS Loria Financial Planners’s Schwab US TIPS ETF SCHP Stock Holding History

MPS Loria Financial Planners’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	$9.04M	Buy	341,000 +4,637	+1%	+$124K	2.08%	6
2026 Q1	$8.95M	Sell	336,363 -84,016	-20%	-$2.24M	2.36%	6
2025 Q4	$11.1M	Buy	420,379 +16,253	+4%	+$436K	2.86%	6
2025 Q3	$10.9M	Buy	404,126 +12,112	+3%	+$324K	2.89%	6
2025 Q2	$10.5M	Buy	392,014 +2,553	+0.7%	+$67.5K	3.08%	6
2025 Q1	$10.5M	Buy	389,461 +229,125	+143%	+$6.02M	3.11%	6
2024 Q4	$4.14M	Buy	160,336 +3,470	+2%	+$91.2K	1.23%	6
2024 Q3	$4.21M	Buy	156,866 +3,772	+2%	+$99.6K	1.25%	8
2024 Q2	$3.98M	Buy	153,094 +9,652	+7%	+$250K	1.28%	6
2024 Q1	$3.74M	Buy	+143,442	New	+$3.72M	1.26%	6

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

MPS Loria Financial Planners's SCHP Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Schwab US TIPS ETF (SCHP) stake by 1.4% in Q2 2026, buying an estimated $124K and bringing the position to 341,000 shares worth $9.04M. The position accounts for 2.08% of the portfolio, ranked #6.

MPS Loria Financial Planners first reported a position in SCHP in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.1M in Q4 2025. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

MPS Loria Financial Planners held 341,000 shares of Schwab US TIPS ETF worth $9.04M as of Q2 2026.
MPS Loria Financial Planners bought 4,637 Schwab US TIPS ETF shares in Q2 2026, an estimated $124K.
Schwab US TIPS ETF made up 2.08% of MPS Loria Financial Planners's portfolio in Q2 2026, its #6 holding.
MPS Loria Financial Planners first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 10 quarters since.
MPS Loria Financial Planners's Schwab US TIPS ETF position peaked at $11.1M in Q4 2025.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.