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

Summit Financial’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 		$8.87M Buy
334,843
+9,953
+3% +$266K 0.1% 207
2026
Q1 		$8.65M Buy
324,890
+11,012
+4% +$294K 0.11% 181
2025
Q4 		$8.31M Buy
313,878
+11,808
+4% +$317K 0.12% 157
2025
Q3 		$8.14M Buy
302,070
+1,787
+0.6% +$47.8K 0.12% 148
2025
Q2 		$8.01M Buy
300,283
+5,652
+2% +$150K 0.18% 102
2025
Q1 		$7.92M Sell
294,631
-2,431
-0.8% -$63.9K 0.22% 85
2024
Q4 		$7.67M Buy
297,062
+88,708
+43% +$2.33M 0.27% 69
2024
Q3 		$5.59M Buy
208,354
+166,334
+396% +$4.39M 0.22% 81
2024
Q2 		$1.09M Buy
42,020
+8,108
+24% +$210K 0.05% 212
2024
Q1 		$884K Sell
33,912
-3,794
-10% -$98.4K 0.05% 199
2023
Q4 		$984K Sell
37,706
-21,942
-37% -$558K 0.06% 173
2023
Q3 		$1.51M Sell
59,648
-764
-1% -$19.7K 0.11% 120
2023
Q2 		$1.58M Buy
60,412
+51,550
+582% +$1.37M 0.12% 105
2023
Q1 		$238K Hold
8,862
– – 0.02% 230
2022
Q4 		$229K Sell
8,862
-1,708
-16% -$44.7K 0.02% 227
2022
Q3 		$274K Hold
10,570
– – 0.03% 216
2022
Q2 		$295K Buy
+10,570
New +$307K 0.03% 200

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's SCHP Position: Q2 2026 in Review

Summit Financial increased its Schwab US TIPS ETF (SCHP) stake by 3.1% in Q2 2026, buying an estimated $266K and bringing the position to 334,843 shares worth $8.87M. The position accounts for 0.1% of the portfolio, ranked #207.

Summit Financial first reported a position in SCHP in Q2 2022 and has held it in 17 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Summit Financial held 334,843 shares of Schwab US TIPS ETF worth $8.87M as of Q2 2026.
  • Summit Financial bought 9,953 Schwab US TIPS ETF shares in Q2 2026, an estimated $266K.
  • Schwab US TIPS ETF made up 0.1% of Summit Financial's portfolio in Q2 2026, its #207 holding.
  • Summit Financial first reported a position in Schwab US TIPS ETF in Q2 2022 and has held it in 17 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.