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

Nations 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 		$675K Sell
25,475
-88
-0.3% -$2.35K 0.03% 483
2026
Q1 		$680K Hold
25,563
– – 0.04% 467
2025
Q4 		$677K Buy
25,563
+10,663
+72% +$286K 0.04% 446
2025
Q3 		$402K Buy
+14,900
New +$399K 0.03% 529

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

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

Nations Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 0.34% in Q2 2026, selling an estimated $2.35K and leaving 25,475 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #483.

Nations Financial Group first reported a position in SCHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $680K in Q1 2026. 243 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Nations Financial Group held 25,475 shares of Schwab US TIPS ETF worth $675K as of Q2 2026.
  • Nations Financial Group sold 88 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.35K.
  • Schwab US TIPS ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #483 holding.
  • Nations Financial Group first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • Nations Financial Group's Schwab US TIPS ETF position peaked at $680K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.