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Walkner Condon Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Walkner Condon Financial Advisors’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 		$451K Hold
17,015
– – 0.05% 204
2026
Q1 		$453K Sell
17,015
-9
-0.1% -$240 0.06% 187
2025
Q4 		$451K Sell
17,024
-800
-4% -$21.5K 0.06% 191
2025
Q3 		$480K Sell
17,824
-1,213
-6% -$32.5K 0.08% 176
2025
Q2 		$508K Sell
19,037
-1,002
-5% -$26.5K 0.09% 156
2025
Q1 		$539K Sell
20,039
-5,400
-21% -$142K 0.11% 146
2024
Q4 		$657K Sell
25,439
-1,951
-7% -$51.3K 0.13% 128
2024
Q3 		$734K Sell
27,390
-3,382
-11% -$89.3K 0.15% 115
2024
Q2 		$800K Sell
30,772
-6,434
-17% -$166K 0.17% 106
2024
Q1 		$970K Sell
37,206
-4,078
-10% -$106K 0.21% 98
2023
Q4 		$1.08M Sell
41,284
-10,398
-20% -$265K 0.25% 91
2023
Q3 		$1.3M Sell
51,682
-932
-2% -$24K 0.35% 69
2023
Q2 		$1.38M Sell
52,614
-7,394
-12% -$196K 0.37% 66
2023
Q1 		$1.61M Sell
60,008
-8,020
-12% -$211K 0.45% 54
2022
Q4 		$1.76M Sell
68,028
-36,336
-35% -$951K 0.53% 42
2022
Q3 		$2.7M Sell
104,364
-14,478
-12% -$402K 0.87% 30
2022
Q2 		$3.32M Sell
118,842
-8,138
-6% -$236K 1.04% 27
2022
Q1 		$3.85M Sell
126,980
-54,084
-30% -$1.66M 1.1% 27
2021
Q4 		$5.69M Buy
+181,064
New +$5.7M 3.71% 4
2021
Q2 		– Sell
-127,980
Closed -$3.91M – 178
2021
Q1 		$3.91M Buy
127,980
+3,390
+3% +$104K 1.52% 16
2020
Q4 		$3.87M Buy
124,590
+54,700
+78% +$1.68M 1.67% 16
2020
Q3 		$2.15M Buy
+69,890
New +$2.14M 1.15% 21

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

Walkner Condon Financial Advisors's SCHP Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 17,015 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #204.

Walkner Condon Financial Advisors first reported a position in SCHP in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.69M in Q4 2021. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Walkner Condon Financial Advisors held 17,015 shares of Schwab US TIPS ETF worth $451K as of Q2 2026.
  • Walkner Condon Financial Advisors left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #204 holding.
  • Walkner Condon Financial Advisors first reported a position in Schwab US TIPS ETF in Q3 2020 and has held it in 22 quarters since.
  • Walkner Condon Financial Advisors's Schwab US TIPS ETF position peaked at $5.69M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.