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Northeast Planning Associates NH’s Schwab US TIPS ETF SCHP Stock Holding History

Northeast Planning Associates NH’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 		$2.15M Buy
+87,361
New +$2.33M 1.61% 19

Other funds holding SCHP

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Northeast Planning Associates NH's SCHP Position: Q2 2026 in Review

Northeast Planning Associates NH opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 87,361 shares worth $2.15M. The stake represents 1.61% of the portfolio and ranks #19 among its holdings.

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

  • Northeast Planning Associates NH held 87,361 shares of Schwab US TIPS ETF worth $2.15M as of Q2 2026.
  • Schwab US TIPS ETF was a new Northeast Planning Associates NH position in Q2 2026.
  • Schwab US TIPS ETF made up 1.61% of Northeast Planning Associates NH's portfolio in Q2 2026, its #19 holding.
  • 369 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.