Simplicity Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Simplicity Wealth’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	$2.36M	Buy	88,991 +59,678	+204%	+$1.59M	0.08%	239
2026 Q1	$780K	Buy	+29,313	New	+$782K	0.04%	346
2024 Q4	–	Sell	-10,032	Closed	-$269K	–	478
2024 Q3	$269K	Buy	10,032 +628	+7%	+$16.6K	0.02%	405
2024 Q2	$245K	Sell	9,404 -8,348	-47%	-$216K	0.01%	1024
2024 Q1	$463K	Buy	+17,752	New	+$461K	0.01%	764
2023 Q4	–	Sell	-15,824	Closed	-$399K	–	188
2023 Q3	$399K	Buy	+15,824	New	+$408K	0.23%	51
2022 Q4	–	Sell	-35,480	Closed	-$919K	–	78
2022 Q3	$919K	Sell	35,480 -1,356	-4%	-$37.7K	1.23%	32
2022 Q2	$1.03M	Sell	36,836 -45,300	-55%	-$1.31M	1.5%	23
2022 Q1	$2.49M	Sell	82,136 -92,866	-53%	-$2.85M	2.42%	11
2021 Q4	$5.5M	Buy	+175,002	New	+$5.51M	2.97%	11

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Simplicity Wealth's SCHP Position: Q2 2026 in Review

Simplicity Wealth increased its Schwab US TIPS ETF (SCHP) stake by 204% in Q2 2026, buying an estimated $1.59M and bringing the position to 88,991 shares worth $2.36M. The position accounts for 0.08% of the portfolio, ranked #239.

Simplicity Wealth first reported a position in SCHP in Q4 2021 and has held it in 10 quarters since. The position peaked at $5.5M in Q4 2021. 785 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Simplicity Wealth held 88,991 shares of Schwab US TIPS ETF worth $2.36M as of Q2 2026.
Simplicity Wealth bought 59,678 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.59M.
Schwab US TIPS ETF made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #239 holding.
Simplicity Wealth first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 10 quarters since.
Simplicity Wealth's Schwab US TIPS ETF position peaked at $5.5M in Q4 2021.
785 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.