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

Veridan 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 		– Sell
-84,973
Closed -$2.26M – 90
2026
Q1 		$2.26M Sell
84,973
-318
-0.4% -$8.48K 0.84% 36
2025
Q4 		$2.26M Buy
85,291
+1,978
+2% +$53.1K 0.76% 35
2025
Q3 		$2.25M Buy
+83,313
New +$2.23M 0.77% 35
2024
Q2 		$2.22M Buy
+166,554
New +$4.31M 0.89% 35

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

Veridan Wealth's SCHP Position: Q2 2026 in Review

Veridan Wealth sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 84,973 shares — an estimated $2.26M sold.

Veridan Wealth first reported a position in SCHP in Q2 2024 and held it in 4 quarters. The position peaked at $2.26M in Q1 2026. 789 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Veridan Wealth reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Veridan Wealth sold 84,973 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.26M.
  • Veridan Wealth first reported a position in Schwab US TIPS ETF in Q2 2024 and held it in 4 quarters.
  • Veridan Wealth's Schwab US TIPS ETF position peaked at $2.26M in Q1 2026.
  • 789 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.