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Root Financial Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Root Financial 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 		– Sell
-5,389
Closed -$143K – 2658
2026
Q1 		$143K Buy
5,389
+2,371
+79% +$63.3K 0.01% 430
2025
Q4 		$79.9K Sell
3,018
-6,480
-68% -$174K ﹤0.01% 543
2025
Q3 		$256K Buy
+9,498
New +$254K 0.02% 232
2025
Q1 		– Sell
-20,553
Closed -$531K – 225
2024
Q4 		$531K Buy
+20,553
New +$540K 0.07% 108

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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

Root Financial Partners's SCHP Position: Q2 2026 in Review

Root Financial Partners sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 5,389 shares — an estimated $143K sold.

Root Financial Partners first reported a position in SCHP in Q4 2024 and held it in 4 quarters. The position peaked at $531K in Q4 2024. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Root Financial Partners reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 5,389 Schwab US TIPS ETF shares in Q2 2026, an estimated $143K.
  • Root Financial Partners first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 4 quarters.
  • Root Financial Partners's Schwab US TIPS ETF position peaked at $531K in Q4 2024.
  • 787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.