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Phillips Financial Management’s Schwab US TIPS ETF SCHP Stock Holding History

Phillips Financial Management’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 		$3.71M Buy
140,168
+25,920
+23% +$692K 0.27% 56
2026
Q1 		$3.04M Buy
114,248
+2,270
+2% +$60.6K 0.22% 63
2025
Q4 		$2.97M Buy
111,978
+2,545
+2% +$68.3K 0.19% 69
2025
Q3 		$2.95M Buy
109,433
+13,534
+14% +$362K 0.19% 68
2025
Q2 		$2.56M Buy
95,899
+4,722
+5% +$125K 0.19% 70
2025
Q1 		$2.45M Buy
91,177
+3,847
+4% +$101K 0.19% 69
2024
Q4 		$2.26M Buy
87,330
+25,304
+41% +$665K 0.18% 75
2024
Q3 		$1.66M Buy
62,026
+26,922
+77% +$711K 0.13% 89
2024
Q2 		$913K Buy
35,104
+2,116
+6% +$54.7K 0.08% 111
2024
Q1 		$860K Buy
32,988
+5,824
+21% +$151K 0.07% 112
2023
Q4 		$709K Buy
27,164
+256
+1% +$6.51K 0.06% 115
2023
Q3 		$679K Buy
26,908
+2,448
+10% +$63.1K 0.06% 116
2023
Q2 		$641K Buy
24,460
+120
+0.5% +$3.18K 0.06% 117
2023
Q1 		$652K Buy
24,340
+1,062
+5% +$27.9K 0.06% 115
2022
Q4 		$603K Buy
23,278
+1,070
+5% +$28K 0.06% 106
2022
Q3 		$575K Buy
+22,208
New +$617K 0.06% 110
2022
Q2 		– Sell
-14,866
Closed -$451K – 133
2022
Q1 		$451K Buy
+14,866
New +$456K 0.04% 106

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Phillips Financial Management's SCHP Position: Q2 2026 in Review

Phillips Financial Management increased its Schwab US TIPS ETF (SCHP) stake by 23% in Q2 2026, buying an estimated $692K and bringing the position to 140,168 shares worth $3.71M. The position accounts for 0.27% of the portfolio, ranked #56.

Phillips Financial Management first reported a position in SCHP in Q1 2022 and has held it in 17 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Phillips Financial Management held 140,168 shares of Schwab US TIPS ETF worth $3.71M as of Q2 2026.
  • Phillips Financial Management bought 25,920 Schwab US TIPS ETF shares in Q2 2026, an estimated $692K.
  • Schwab US TIPS ETF made up 0.27% of Phillips Financial Management's portfolio in Q2 2026, its #56 holding.
  • Phillips Financial Management first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 17 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.