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Sound Income Strategies’s Schwab US TIPS ETF SCHP Stock Holding History

Sound Income Strategies’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
-399
Closed -$10.6K – 2052
2026
Q1 		$10.6K Buy
399
+6
+2% +$160 ﹤0.01% 1475
2025
Q4 		$10.4K Buy
393
+75
+24% +$2.01K ﹤0.01% 1442
2025
Q3 		$8.56K Sell
318
-1,374
-81% -$36.8K ﹤0.01% 1047
2025
Q2 		$45.2K Sell
1,692
-3,511
-67% -$92.9K ﹤0.01% 548
2025
Q1 		$140K Buy
5,203
+2,490
+92% +$65.5K 0.01% 345
2024
Q4 		$70.1K Buy
2,713
+1,951
+256% +$51.3K ﹤0.01% 405
2024
Q3 		$20.4K Buy
762
+450
+144% +$11.9K ﹤0.01% 631
2024
Q2 		$8.11K Sell
312
-62
-17% -$1.6K ﹤0.01% 816
2024
Q1 		$9.75K Buy
374
+2
+0.5% +$52 ﹤0.01% 758
2023
Q4 		$9.71K Sell
372
-240
-39% -$6.11K ﹤0.01% 739
2023
Q3 		$15.4K Buy
612
+152
+33% +$3.92K ﹤0.01% 487
2023
Q2 		$12.1K Sell
460
-982
-68% -$26K ﹤0.01% 537
2023
Q1 		$38.7K Buy
1,442
+722
+100% +$19K ﹤0.01% 313
2022
Q4 		$18.6K Buy
720
+514
+250% +$13.4K ﹤0.01% 404
2022
Q3 		$5K Sell
206
-280
-58% -$7.78K ﹤0.01% 594
2022
Q2 		$14K Buy
486
+184
+61% +$5.34K ﹤0.01% 413
2022
Q1 		$9K Buy
+302
New +$9.26K ﹤0.01% 498
2021
Q2 		– Sell
-1,472
Closed -$45K – 1017
2021
Q1 		$45K Buy
+1,472
New +$45.3K 0.01% 232
2020
Q1 		– Sell
-4
Closed – – 863
2019
Q4 		$0 Buy
+4
New +$113 ﹤0.01% 770

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

Sound Income Strategies's SCHP Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 399 shares — an estimated $10.6K sold.

Sound Income Strategies first reported a position in SCHP in Q4 2019 and held it in 19 quarters. The position peaked at $140K in Q1 2025. 633 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 399 Schwab US TIPS ETF shares in Q2 2026, an estimated $10.6K.
  • Sound Income Strategies first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 19 quarters.
  • Sound Income Strategies's Schwab US TIPS ETF position peaked at $140K in Q1 2025.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.