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Synergy Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Synergy Investment Management’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 		$42.3K Buy
1,614
+1,158
+254% +$30.9K 0.01% 406
2026
Q1 		$12.1K Buy
+456
New +$12.2K ﹤0.01% 473
2025
Q2 		– Sell
-276
Closed -$7.42K – 471
2025
Q1 		$7.42K Hold
276
– – ﹤0.01% 406
2024
Q4 		$7.13K Buy
+276
New +$7.25K ﹤0.01% 421

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

Synergy Investment Management's SCHP Position: Q2 2026 in Review

Synergy Investment Management increased its Schwab US TIPS ETF (SCHP) stake by 254% in Q2 2026, buying an estimated $30.9K and bringing the position to 1,614 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #406.

Synergy Investment Management first reported a position in SCHP in Q4 2024 and has held it in 4 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Synergy Investment Management held 1,614 shares of Schwab US TIPS ETF worth $42.3K as of Q2 2026.
  • Synergy Investment Management bought 1,158 Schwab US TIPS ETF shares in Q2 2026, an estimated $30.9K.
  • Schwab US TIPS ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #406 holding.
  • Synergy Investment Management first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 4 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.