Summit Wealth Group’s Schwab US TIPS ETF SCHP Stock Holding History

Summit Wealth Group’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	$4.46M	Buy	168,327 +3,101	+2%	+$82.7K	0.91%	26
2026 Q1	$4.4M	Buy	165,226 +4,329	+3%	+$115K	1.01%	26
2025 Q4	$4.26M	Buy	160,897 +2,619	+2%	+$70.3K	1%	26
2025 Q3	$4.27M	Buy	158,278 +1,983	+1%	+$53.1K	1.03%	26
2025 Q2	$4.17M	Sell	156,295 -98,764	-39%	-$2.61M	1.07%	23
2025 Q1	$6.86M	Sell	255,059 -20,075	-7%	-$528K	2.01%	14
2024 Q4	$7.11M	Buy	275,134 +12,192	+5%	+$320K	2.06%	14
2024 Q3	$7.05M	Buy	262,942 +23,440	+10%	+$619K	2.03%	13
2024 Q2	$6.23M	Buy	+239,502	New	+$6.19M	1.87%	13
2023 Q3	–	Sell	-209,918	Closed	-$5.5M	–	64
2023 Q2	$5.5M	Buy	209,918 +206,112	+5,415%	+$5.46M	2.23%	10
2023 Q1	$102K	Buy	+3,806	New	+$100K	2.44%	7
2021 Q1	–	Sell	-114,684	Closed	-$3.56M	–	206
2020 Q4	$3.56M	Buy	+114,684	New	+$3.52M	2.23%	14

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

Summit Wealth Group's SCHP Position: Q2 2026 in Review

Summit Wealth Group increased its Schwab US TIPS ETF (SCHP) stake by 1.9% in Q2 2026, buying an estimated $82.7K and bringing the position to 168,327 shares worth $4.46M. The position accounts for 0.91% of the portfolio, ranked #26.

Summit Wealth Group first reported a position in SCHP in Q4 2020 and has held it in 12 quarters since. The position peaked at $7.11M in Q4 2024. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Summit Wealth Group held 168,327 shares of Schwab US TIPS ETF worth $4.46M as of Q2 2026.
Summit Wealth Group bought 3,101 Schwab US TIPS ETF shares in Q2 2026, an estimated $82.7K.
Schwab US TIPS ETF made up 0.91% of Summit Wealth Group's portfolio in Q2 2026, its #26 holding.
Summit Wealth Group first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 12 quarters since.
Summit Wealth Group's Schwab US TIPS ETF position peaked at $7.11M in Q4 2024.
787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.