SFS
SCHP icon

Summit Financial Strategies’s Schwab US TIPS ETF SCHP Stock Holding History

Summit Financial 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 		$3.19M Buy
120,481
+1,126
+0.9% +$30K 0.22% 41
2026
Q1 		$3.18M Buy
119,355
+4,297
+4% +$115K 0.25% 37
2025
Q4 		$3.05M Buy
115,058
+5,261
+5% +$141K 0.25% 38
2025
Q3 		$2.96M Buy
109,797
+145
+0.1% +$3.88K 0.25% 38
2025
Q2 		$2.93M Buy
109,652
+2,659
+2% +$70.4K 0.27% 37
2025
Q1 		$2.88M Buy
106,993
+12,310
+13% +$324K 0.29% 32
2024
Q4 		$2.45M Buy
94,683
+8,221
+10% +$216K 0.27% 35
2024
Q3 		$2.32M Buy
86,462
+3,954
+5% +$104K 0.26% 35
2024
Q2 		$2.15M Buy
82,508
+6,824
+9% +$176K 0.27% 35
2024
Q1 		$1.97M Buy
75,684
+3,848
+5% +$99.8K 0.28% 34
2023
Q4 		$1.87M Buy
71,836
+60,470
+532% +$1.54M 0.29% 33
2023
Q3 		$287K Buy
11,366
+1,620
+17% +$41.8K 0.05% 100
2023
Q2 		$255K Buy
9,746
+964
+11% +$25.6K 0.05% 104
2023
Q1 		$235K Buy
+8,782
New +$231K 0.05% 108
2022
Q3 		– Sell
-7,984
Closed -$223K – 123
2022
Q2 		$223K Sell
7,984
-498
-6% -$14.5K 0.05% 108
2022
Q1 		$257K Buy
8,482
+26
+0.3% +$797 0.05% 95
2021
Q4 		$266K Buy
8,456
+780
+10% +$24.6K 0.05% 99
2021
Q3 		$240K Buy
7,676
+596
+8% +$18.8K 0.05% 105
2021
Q2 		$221K Sell
7,080
-162
-2% -$5.02K 0.04% 111
2021
Q1 		$221K Buy
+7,242
New +$223K 0.08% 64

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

Summit Financial Strategies's SCHP Position: Q2 2026 in Review

Summit Financial Strategies increased its Schwab US TIPS ETF (SCHP) stake by 0.94% in Q2 2026, buying an estimated $30K and bringing the position to 120,481 shares worth $3.19M. The position accounts for 0.22% of the portfolio, ranked #41.

Summit Financial Strategies first reported a position in SCHP in Q1 2021 and has held it in 20 quarters since. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Summit Financial Strategies held 120,481 shares of Schwab US TIPS ETF worth $3.19M as of Q2 2026.
  • Summit Financial Strategies bought 1,126 Schwab US TIPS ETF shares in Q2 2026, an estimated $30K.
  • Schwab US TIPS ETF made up 0.22% of Summit Financial Strategies's portfolio in Q2 2026, its #41 holding.
  • Summit Financial Strategies first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 20 quarters since.
  • 783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.