VFIC
SCHP icon

Valley Forge Investment Consultants’s Schwab US TIPS ETF SCHP Stock Holding History

Valley Forge Investment Consultants’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
-76,286
Closed -$2.03M – 89
2026
Q1 		$2.03M Buy
+76,286
New +$2.04M 0.61% 18

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

Valley Forge Investment Consultants's SCHP Position: Q2 2026 in Review

Valley Forge Investment Consultants sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 76,286 shares — an estimated $2.03M sold.

Valley Forge Investment Consultants first reported a position in SCHP in Q1 2026 and held it in 1 quarter. The position peaked at $2.03M in Q1 2026. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Valley Forge Investment Consultants reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 76,286 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.03M.
  • Valley Forge Investment Consultants first reported a position in Schwab US TIPS ETF in Q1 2026 and held it in 1 quarter.
  • Valley Forge Investment Consultants's Schwab US TIPS ETF position peaked at $2.03M in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.