&Partners’s Schwab US TIPS ETF SCHP Stock Holding History

&Partners’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	$830K	Sell	31,312 -4,818	-13%	-$129K	﹤0.01%	1526
2026 Q1	$964K	Buy	36,130 +23,099	+177%	+$616K	﹤0.01%	1329
2025 Q4	$345K	Sell	13,031 -806	-6%	-$21.6K	﹤0.01%	1835
2025 Q3	$373K	Buy	13,837 +2,311	+20%	+$61.8K	﹤0.01%	1632
2025 Q2	$308K	Sell	11,526 -689	-6%	-$18.2K	﹤0.01%	1615
2025 Q1	$326K	Sell	12,215 -85,526	-88%	-$2.25M	﹤0.01%	1368
2024 Q4	$2.57M	Buy	97,741 +83,149	+570%	+$2.19M	0.03%	419
2024 Q3	$389K	Sell	14,592 -29,328	-67%	-$775K	0.01%	977
2024 Q2	$1.14M	Buy	+43,920	New	+$1.14M	0.05%	313

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

&Partners's SCHP Position: Q2 2026 in Review

&Partners reduced its Schwab US TIPS ETF (SCHP) stake by 13% in Q2 2026, selling an estimated $129K and leaving 31,312 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

&Partners first reported a position in SCHP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.57M in Q4 2024. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

&Partners held 31,312 shares of Schwab US TIPS ETF worth $830K as of Q2 2026.
&Partners sold 4,818 Schwab US TIPS ETF shares in Q2 2026, an estimated $129K.
Schwab US TIPS ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1526 holding.
&Partners first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's Schwab US TIPS ETF position peaked at $2.57M in Q4 2024.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.