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

Strategic Financial Planning’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 		$1.37M Buy
+51,734
New +$1.38M 0.72% 24
2026
Q1 		– Sell
-50,746
Closed -$1.34M – 49
2025
Q4 		$1.34M Buy
50,746
+1,259
+3% +$33.8K 0.76% 24
2025
Q3 		$1.33M Sell
49,487
-1,402
-3% -$37.5K 0.77% 23
2025
Q2 		$1.36M Buy
50,889
+2,478
+5% +$65.6K 0.85% 22
2025
Q1 		$1.3M Sell
48,411
-1,739
-3% -$45.7K 0.9% 22
2024
Q4 		$1.3M Buy
50,150
+2,078
+4% +$54.6K 0.88% 22
2024
Q3 		$1.29M Buy
48,072
+3,422
+8% +$90.4K 0.85% 22
2024
Q2 		$1.16M Buy
44,650
+6,144
+16% +$159K 0.84% 21
2024
Q1 		$1M Sell
38,506
-6,130
-14% -$159K 0.75% 21
2023
Q4 		$1.17M Buy
44,636
+3,344
+8% +$85.1K 0.91% 21
2023
Q3 		$1.04M Buy
41,292
+3,606
+10% +$92.9K 0.96% 22
2023
Q2 		$988K Sell
37,686
-8,266
-18% -$219K 0.87% 22
2023
Q1 		$1.23M Sell
45,952
-1,316
-3% -$34.6K 1.13% 21
2022
Q4 		$1.22M Sell
47,268
-6,324
-12% -$165K 1.19% 21
2022
Q3 		$1.39M Buy
53,592
+806
+2% +$22.4K 1.45% 18
2022
Q2 		$1.47M Sell
52,786
-194
-0.4% -$5.63K 1.42% 19
2022
Q1 		$1.61M Sell
52,980
-4,240
-7% -$130K 1.34% 19
2021
Q4 		$1.8M Sell
57,220
-1,894
-3% -$59.6K 1.29% 19
2021
Q3 		$1.85M Buy
59,114
+832
+1% +$26.3K 1.35% 18
2021
Q2 		$1.82M Buy
58,282
+1,692
+3% +$52.5K 1.31% 18
2021
Q1 		$1.73M Buy
56,590
+9,716
+21% +$299K 1.29% 19
2020
Q4 		$1.46M Buy
46,874
+2,298
+5% +$70.6K 1.28% 18
2020
Q3 		$1.37M Sell
44,576
-736
-2% -$22.5K 1.43% 18
2020
Q2 		$1.36M Sell
45,312
-3,766
-8% -$112K 1.51% 19
2020
Q1 		$1.41M Sell
49,078
-12,008
-20% -$344K 1.87% 14
2019
Q4 		$1.73M Buy
+61,086
New +$1.73M 1.68% 15

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

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

Strategic Financial Planning opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 51,734 shares worth $1.37M. The stake represents 0.72% of the portfolio and ranks #24 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SCHP as recently as Q4 2025.

Strategic Financial Planning first reported a position in SCHP in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.85M in Q3 2021. 781 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Strategic Financial Planning held 51,734 shares of Schwab US TIPS ETF worth $1.37M as of Q2 2026.
  • Schwab US TIPS ETF was a new Strategic Financial Planning position in Q2 2026.
  • Schwab US TIPS ETF made up 0.72% of Strategic Financial Planning's portfolio in Q2 2026, its #24 holding.
  • Strategic Financial Planning first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Planning's Schwab US TIPS ETF position peaked at $1.85M in Q3 2021.
  • 781 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.