SYM Financial Corp’s Schwab US TIPS ETF SCHP Stock Holding History

SYM Financial Corp’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	$504	Buy	+19	New	+$507	﹤0.01%	529
2025 Q3	–	Sell	-435	Closed	-$11.6K	–	460
2025 Q2	$11.6K	Buy	435 +404	+1,303%	+$10.7K	﹤0.01%	399
2025 Q1	$834	Buy	+31	New	+$815	﹤0.01%	347
2023 Q4	–	Sell	-220	Closed	-$5.55K	–	195
2023 Q3	$5.55K	Buy	220 +180	+450%	+$4.64K	﹤0.01%	167
2023 Q2	$1.05K	Buy	+40	New	+$1.06K	﹤0.01%	116
2023 Q1	–	Sell	-1,022	Closed	-$26.5K	–	118
2022 Q4	$26.5K	Buy	+1,022	New	+$26.7K	0.01%	96

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

SYM Financial Corp's SCHP Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 19 shares worth $504. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in SCHP as recently as Q2 2025.

SYM Financial Corp first reported a position in SCHP in Q4 2022 and has held it in 6 quarters since. The position peaked at $26.5K in Q4 2022. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

SYM Financial Corp held 19 shares of Schwab US TIPS ETF worth $504 as of Q2 2026.
Schwab US TIPS ETF was a new SYM Financial Corp position in Q2 2026.
Schwab US TIPS ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #529 holding.
SYM Financial Corp first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 6 quarters since.
SYM Financial Corp's Schwab US TIPS ETF position peaked at $26.5K in Q4 2022.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.