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PlanVest Financial’s Schwab US TIPS ETF SCHP Stock Holding History

PlanVest Financial’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 		$12.9K Sell
486
-11
-2% -$293 0.01% 384
2026
Q1 		$13.2K Buy
+497
New +$13.3K 0.01% 357

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

PlanVest Financial's SCHP Position: Q2 2026 in Review

PlanVest Financial reduced its Schwab US TIPS ETF (SCHP) stake by 2.2% in Q2 2026, selling an estimated $293 and leaving 486 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #384.

PlanVest Financial first reported a position in SCHP in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.2K in Q1 2026. 762 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • PlanVest Financial held 486 shares of Schwab US TIPS ETF worth $12.9K as of Q2 2026.
  • PlanVest Financial sold 11 Schwab US TIPS ETF shares in Q2 2026, an estimated $293.
  • Schwab US TIPS ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #384 holding.
  • PlanVest Financial first reported a position in Schwab US TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Schwab US TIPS ETF position peaked at $13.2K in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.