UFPG
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United Financial Planning Group’s Schwab US TIPS ETF SCHP Stock Holding History

United Financial Planning 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 		– Sell
-312
Closed -$8.3K – 526
2026
Q1 		$8.3K Buy
+312
New +$8.32K ﹤0.01% 239

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MCM
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United Financial Planning Group's SCHP Position: Q2 2026 in Review

United Financial Planning Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 312 shares — an estimated $8.3K sold.

United Financial Planning Group first reported a position in SCHP in Q1 2026 and held it in 1 quarter. The position peaked at $8.3K in Q1 2026. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • United Financial Planning Group reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 312 Schwab US TIPS ETF shares in Q2 2026, an estimated $8.3K.
  • United Financial Planning Group first reported a position in Schwab US TIPS ETF in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Schwab US TIPS ETF position peaked at $8.3K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.