Strategic Financial Concepts’s Schwab US TIPS ETF SCHP Stock Holding History

Strategic Financial Concepts’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	$1.01M	Sell	38,288 -769	-2%	-$20.5K	0.3%	75
2026 Q1	$1.04M	Buy	+39,057	New	+$1.04M	0.26%	91
2025 Q4	–	Sell	-31,293	Closed	-$843K	–	267
2025 Q3	$843K	Buy	31,293 +9	+0%	+$241	0.12%	93
2025 Q2	$835K	Buy	31,284 +8,197	+36%	+$217K	0.12%	100
2025 Q1	$621K	Buy	23,087 +5,467	+31%	+$144K	0.12%	173
2024 Q4	$455K	Buy	17,620 +448	+3%	+$11.8K	0.09%	188
2024 Q3	$460K	Buy	17,172 +16,866	+5,512%	+$445K	0.15%	132
2024 Q2	$7.96K	Sell	306 -14,962	-98%	-$387K	﹤0.01%	433
2024 Q1	$398K	Buy	+15,268	New	+$396K	0.1%	189
2023 Q4	–	Sell	-10,940	Closed	-$276K	–	240
2023 Q3	$276K	Buy	+10,940	New	+$282K	0.09%	194

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

Strategic Financial Concepts's SCHP Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Schwab US TIPS ETF (SCHP) stake by 2% in Q2 2026, selling an estimated $20.5K and leaving 38,288 shares worth $1.01M. The position accounts for 0.3% of the portfolio, ranked #75.

Strategic Financial Concepts first reported a position in SCHP in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2026. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Strategic Financial Concepts held 38,288 shares of Schwab US TIPS ETF worth $1.01M as of Q2 2026.
Strategic Financial Concepts sold 769 Schwab US TIPS ETF shares in Q2 2026, an estimated $20.5K.
Schwab US TIPS ETF made up 0.3% of Strategic Financial Concepts's portfolio in Q2 2026, its #75 holding.
Strategic Financial Concepts first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 10 quarters since.
Strategic Financial Concepts's Schwab US TIPS ETF position peaked at $1.04M in Q1 2026.
790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.