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Resonant Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Resonant Capital Advisors’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 		$2.69M Sell
101,548
-2,979
-3% -$79.5K 0.13% 111
2026
Q1 		$2.78M Sell
104,527
-5,234
-5% -$140K 0.15% 102
2025
Q4 		$2.91M Sell
109,761
-40,637
-27% -$1.09M 0.16% 100
2025
Q3 		$4.05M Sell
150,398
-347,693
-70% -$9.3M 0.24% 74
2025
Q2 		$13.3M Buy
498,091
+43,645
+10% +$1.15M 0.85% 30
2025
Q1 		$12.2M Buy
454,446
+38,355
+9% +$1.01M 0.85% 29
2024
Q4 		$10.7M Buy
416,091
+47,773
+13% +$1.26M 0.78% 30
2024
Q3 		$9.88M Buy
368,318
+36,302
+11% +$959K 0.73% 34
2024
Q2 		$8.63M Buy
332,016
+21,748
+7% +$562K 0.7% 35
2024
Q1 		$8.09M Buy
310,268
+19,016
+7% +$493K 0.69% 35
2023
Q4 		$7.6M Buy
291,252
+12,052
+4% +$307K 0.73% 34
2023
Q3 		$7.05M Buy
279,200
+25,688
+10% +$662K 0.75% 32
2023
Q2 		$6.65M Buy
253,512
+10,964
+5% +$291K 0.72% 34
2023
Q1 		$6.5M Buy
242,548
+23,772
+11% +$626K 0.74% 34
2022
Q4 		$5.67M Buy
218,776
+25,006
+13% +$654K 0.71% 37
2022
Q3 		$5.02M Buy
193,770
+25,190
+15% +$700K 0.76% 34
2022
Q2 		$4.7M Sell
168,580
-23,088
-12% -$670K 0.73% 36
2022
Q1 		$5.79M Buy
191,668
+16,320
+9% +$501K 0.86% 25
2021
Q4 		$5.51M Buy
175,348
+6,744
+4% +$212K 0.83% 26
2021
Q3 		$5.28M Buy
168,604
+8,984
+6% +$283K 0.92% 24
2021
Q2 		$4.99M Buy
159,620
+11,998
+8% +$372K 0.96% 17
2021
Q1 		$4.51M Buy
147,622
+14,396
+11% +$443K 0.93% 18
2020
Q4 		$4.13M Buy
133,226
+6,372
+5% +$196K 0.98% 18
2020
Q3 		$3.91M Buy
126,854
+18,234
+17% +$558K 1.11% 18
2020
Q2 		$3.26M Buy
+108,620
New +$3.22M 0.95% 23

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

Resonant Capital Advisors's SCHP Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 2.8% in Q2 2026, selling an estimated $79.5K and leaving 101,548 shares worth $2.69M. The position accounts for 0.13% of the portfolio, ranked #111.

Resonant Capital Advisors first reported a position in SCHP in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.3M in Q2 2025. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Resonant Capital Advisors held 101,548 shares of Schwab US TIPS ETF worth $2.69M as of Q2 2026.
  • Resonant Capital Advisors sold 2,979 Schwab US TIPS ETF shares in Q2 2026, an estimated $79.5K.
  • Schwab US TIPS ETF made up 0.13% of Resonant Capital Advisors's portfolio in Q2 2026, its #111 holding.
  • Resonant Capital Advisors first reported a position in Schwab US TIPS ETF in Q2 2020 and has held it in 25 quarters since.
  • Resonant Capital Advisors's Schwab US TIPS ETF position peaked at $13.3M in Q2 2025.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.