Trajan Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Trajan Wealth’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	$11.1M	Buy	417,385 +23,037	+6%	+$615K	0.42%	58
2026 Q1	$10.5M	Buy	394,348 +27,267	+7%	+$727K	0.42%	58
2025 Q4	$9.72M	Buy	367,081 +52,150	+17%	+$1.4M	0.41%	58
2025 Q3	$8.49M	Buy	314,931 +36,597	+13%	+$979K	0.37%	57
2025 Q2	$7.43M	Buy	278,334 +12,400	+5%	+$328K	0.36%	56
2025 Q1	$7.15M	Buy	265,934 +5,593	+2%	+$147K	0.39%	57
2024 Q4	$6.72M	Buy	260,341 +1,881	+0.7%	+$49.4K	0.37%	59
2024 Q3	$6.93M	Buy	258,460 +50,506	+24%	+$1.33M	0.41%	58
2024 Q2	$5.41M	Buy	207,954 +31,802	+18%	+$822K	0.35%	60
2024 Q1	$4.59M	Buy	+176,152	New	+$4.57M	0.31%	73

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

Trajan Wealth's SCHP Position: Q2 2026 in Review

Trajan Wealth increased its Schwab US TIPS ETF (SCHP) stake by 5.8% in Q2 2026, buying an estimated $615K and bringing the position to 417,385 shares worth $11.1M. The position accounts for 0.42% of the portfolio, ranked #58.

Trajan Wealth first reported a position in SCHP in Q1 2024 and has held it in 10 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Trajan Wealth held 417,385 shares of Schwab US TIPS ETF worth $11.1M as of Q2 2026.
Trajan Wealth bought 23,037 Schwab US TIPS ETF shares in Q2 2026, an estimated $615K.
Schwab US TIPS ETF made up 0.42% of Trajan Wealth's portfolio in Q2 2026, its #58 holding.
Trajan Wealth first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 10 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.