Nalls Sherbakoff Group’s Schwab US TIPS ETF SCHP Stock Holding History

Nalls Sherbakoff 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	$877K	Sell	33,096 -1,014	-3%	-$27.1K	0.62%	34
2026 Q1	$908K	Sell	34,110 -64	-0.2%	-$1.71K	0.67%	31
2025 Q4	$905K	Sell	34,174 -4,390	-11%	-$118K	0.65%	33
2025 Q3	$1.04M	Buy	38,564 +191	+0.5%	+$5.11K	0.7%	32
2025 Q2	$1.02M	Sell	38,373 -178	-0.5%	-$4.71K	0.75%	31
2025 Q1	$1.04M	Buy	+38,551	New	+$1.01M	0.84%	24
2023 Q4	$935K	Sell	35,818 -872	-2%	-$22.2K	0.83%	27
2023 Q3	$926K	Buy	36,690 +382	+1%	+$9.85K	0.9%	27
2023 Q2	$957K	Buy	36,308 +286	+0.8%	+$7.58K	0.94%	26
2023 Q1	$961K	Buy	+36,022	New	+$948K	0.96%	27
2018 Q4	$530K	Buy	+19,918	New	+$530K	0.85%	27

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

Nalls Sherbakoff Group's SCHP Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Schwab US TIPS ETF (SCHP) stake by 3% in Q2 2026, selling an estimated $27.1K and leaving 33,096 shares worth $877K. The position accounts for 0.62% of the portfolio, ranked #34.

Nalls Sherbakoff Group first reported a position in SCHP in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2025. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Nalls Sherbakoff Group held 33,096 shares of Schwab US TIPS ETF worth $877K as of Q2 2026.
Nalls Sherbakoff Group sold 1,014 Schwab US TIPS ETF shares in Q2 2026, an estimated $27.1K.
Schwab US TIPS ETF made up 0.62% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #34 holding.
Nalls Sherbakoff Group first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Schwab US TIPS ETF position peaked at $1.04M in Q3 2025.
790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.