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Sage Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Sage Financial Group’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 		$17.4M Buy
656,690
+32,719
+5% +$873K 0.96% 19
2026
Q1 		$16.6M Buy
623,971
+5,179
+0.8% +$138K 1.08% 18
2025
Q4 		$16.4M Buy
618,792
+1,342
+0.2% +$36K 1.08% 19
2025
Q3 		$16.6M Buy
617,450
+20,903
+4% +$559K 1.13% 18
2025
Q2 		$15.9M Buy
596,547
+37,848
+7% +$1M 1.17% 18
2025
Q1 		$15M Buy
558,699
+48,087
+9% +$1.26M 1.21% 16
2024
Q4 		$13.2M Sell
510,612
-13,730
-3% -$361K 1.06% 18
2024
Q3 		$14.1M Buy
524,342
+13,124
+3% +$347K 1.15% 15
2024
Q2 		$13.3M Buy
511,218
+12,706
+3% +$328K 1.15% 15
2024
Q1 		$13M Buy
498,512
+1,402
+0.3% +$36.4K 1.17% 15
2023
Q4 		$13M Sell
497,110
-30,438
-6% -$774K 1.26% 15
2023
Q3 		$13.3M Buy
527,548
+15,302
+3% +$394K 1.48% 12
2023
Q2 		$13.4M Buy
512,246
+1,706
+0.3% +$45.2K 1.42% 14
2023
Q1 		$13.7M Buy
510,540
+466
+0.1% +$12.3K 1.55% 12
2022
Q4 		$13.2M Buy
510,074
+3,406
+0.7% +$89.1K 1.61% 12
2022
Q3 		$13.1M Sell
506,668
-53,866
-10% -$1.5M 1.8% 11
2022
Q2 		$15.6M Sell
560,534
-157,418
-22% -$4.57M 2.07% 10
2022
Q1 		$21.8M Sell
717,952
-30,034
-4% -$921K 2.54% 7
2021
Q4 		$23.5M Buy
747,986
+47,836
+7% +$1.51M 2.5% 8
2021
Q3 		$21.9M Buy
700,150
+50,640
+8% +$1.6M 2.69% 7
2021
Q2 		$20.3M Buy
649,510
+25,774
+4% +$799K 2.5% 7
2021
Q1 		$19.1M Buy
623,736
+55,806
+10% +$1.72M 2.5% 7
2020
Q4 		$17.6M Buy
+567,930
New +$17.4M 2.42% 7

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

Sage Financial Group's SCHP Position: Q2 2026 in Review

Sage Financial Group increased its Schwab US TIPS ETF (SCHP) stake by 5.2% in Q2 2026, buying an estimated $873K and bringing the position to 656,690 shares worth $17.4M. The position accounts for 0.96% of the portfolio, ranked #19.

Sage Financial Group first reported a position in SCHP in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.5M in Q4 2021. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Sage Financial Group held 656,690 shares of Schwab US TIPS ETF worth $17.4M as of Q2 2026.
  • Sage Financial Group bought 32,719 Schwab US TIPS ETF shares in Q2 2026, an estimated $873K.
  • Schwab US TIPS ETF made up 0.96% of Sage Financial Group's portfolio in Q2 2026, its #19 holding.
  • Sage Financial Group first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 23 quarters since.
  • Sage Financial Group's Schwab US TIPS ETF position peaked at $23.5M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.