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Richardson Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Richardson Financial Services’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 		$188K Buy
7,104
+41
+0.6% +$1.09K 0.11% 173
2026
Q1 		$188K Sell
7,063
-1,135
-14% -$30.3K 0.12% 161
2025
Q4 		$215K Sell
8,198
-1,298
-14% -$34.8K 0.07% 147
2025
Q3 		$256K Buy
9,496
+65
+0.7% +$1.74K 0.16% 129
2025
Q2 		$251K Buy
9,431
+2,530
+37% +$66.9K 0.17% 134
2025
Q1 		$186K Buy
6,901
+1,128
+20% +$29.7K 0.14% 143
2024
Q4 		$149K Sell
5,773
-837
-13% -$22K 0.1% 167
2024
Q3 		$172K Hold
6,610
– – 0.11% 162
2024
Q2 		$172K Sell
6,610
-226
-3% -$5.84K 0.12% 153
2024
Q1 		$178K Buy
6,836
+1,684
+33% +$43.7K 0.13% 153
2023
Q4 		$134K Buy
+5,152
New +$131K 0.12% 156

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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Richardson Financial Services's SCHP Position: Q2 2026 in Review

Richardson Financial Services increased its Schwab US TIPS ETF (SCHP) stake by 0.58% in Q2 2026, buying an estimated $1.09K and bringing the position to 7,104 shares worth $188K. The position accounts for 0.11% of the portfolio, ranked #173.

Richardson Financial Services first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $256K in Q3 2025. 633 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Richardson Financial Services held 7,104 shares of Schwab US TIPS ETF worth $188K as of Q2 2026.
  • Richardson Financial Services bought 41 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.09K.
  • Schwab US TIPS ETF made up 0.11% of Richardson Financial Services's portfolio in Q2 2026, its #173 holding.
  • Richardson Financial Services first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Schwab US TIPS ETF position peaked at $256K in Q3 2025.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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