WLIM
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White Lighthouse Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

White Lighthouse Investment Management’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 		$2.63M Buy
99,176
+2,219
+2% +$59.2K 0.33% 44
2026
Q1 		$2.58M Buy
96,957
+3,487
+4% +$93K 0.36% 45
2025
Q4 		$2.48M Buy
93,470
+6,120
+7% +$164K 0.35% 48
2025
Q3 		$2.35M Buy
87,350
+2,521
+3% +$67.5K 0.36% 44
2025
Q2 		$2.26M Sell
84,829
-3,374
-4% -$89.3K 0.37% 43
2025
Q1 		$2.37M Sell
88,203
-3,546
-4% -$93.2K 0.42% 39
2024
Q4 		$2.37M Buy
91,749
+7,299
+9% +$192K 0.42% 40
2024
Q3 		$2.26M Buy
84,450
+3,770
+5% +$99.6K 0.41% 41
2024
Q2 		$2.1M Buy
80,680
+3,004
+4% +$77.7K 0.4% 41
2024
Q1 		$2.03M Buy
77,676
+18,704
+32% +$485K 0.41% 41
2023
Q4 		$1.54M Sell
58,972
-4,866
-8% -$124K 0.34% 48
2023
Q3 		$1.61M Sell
63,838
-6,198
-9% -$160K 0.39% 43
2023
Q2 		$1.84M Sell
70,036
-1,566
-2% -$41.5K 0.44% 40
2023
Q1 		$1.92M Sell
71,602
-2,790
-4% -$73.4K 0.48% 38
2022
Q4 		$1.93M Sell
74,392
-9,576
-11% -$251K 0.52% 37
2022
Q3 		$2.17M Sell
83,968
-2,456
-3% -$68.3K 0.63% 34
2022
Q2 		$2.41M Sell
86,424
-3,254
-4% -$94.4K 0.69% 33
2022
Q1 		$2.72M Sell
89,678
-3,408
-4% -$105K 0.69% 34
2021
Q4 		$2.93M Buy
93,086
+16
+0% +$504 0.73% 34
2021
Q3 		$2.91M Sell
93,070
-2,846
-3% -$89.8K 0.78% 31
2021
Q2 		$3M Buy
95,916
+852
+0.9% +$26.4K 0.82% 30
2021
Q1 		$2.91M Buy
95,064
+956
+1% +$29.5K 0.89% 28
2020
Q4 		$2.92M Buy
94,108
+8,060
+9% +$248K 0.93% 28
2020
Q3 		$2.65M Sell
86,048
-1,250
-1% -$38.3K 0.92% 27
2020
Q2 		$2.62M Sell
87,298
-3,688
-4% -$109K 0.96% 27
2020
Q1 		$2.62M Buy
90,986
+130
+0.1% +$3.72K 1.09% 25
2019
Q4 		$2.57M Sell
90,856
-678
-0.7% -$19.2K 0.94% 31
2019
Q3 		$2.6M Sell
91,534
-1,412
-2% -$40K 1.05% 27
2019
Q2 		$2.62M Sell
92,946
-210
-0.2% -$5.81K 1.09% 24
2019
Q1 		$2.56M Buy
93,156
+3,220
+4% +$86.9K 1.18% 22
2018
Q4 		$2.4M Sell
89,936
-20,306
-18% -$540K 1.32% 19
2018
Q3 		$2.97M Sell
110,242
-3,078
-3% -$83.8K 1.52% 18
2018
Q2 		$3.11M Sell
113,320
-1,486
-1% -$40.5K 1.71% 15
2018
Q1 		$3.15M Buy
114,806
+296
+0.3% +$8.09K 1.81% 14
2017
Q4 		$3.17M Buy
+114,510
New +$3.17M 1.82% 14

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

White Lighthouse Investment Management's SCHP Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Schwab US TIPS ETF (SCHP) stake by 2.3% in Q2 2026, buying an estimated $59.2K and bringing the position to 99,176 shares worth $2.63M. The position accounts for 0.33% of the portfolio, ranked #44.

White Lighthouse Investment Management first reported a position in SCHP in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.17M in Q4 2017. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • White Lighthouse Investment Management held 99,176 shares of Schwab US TIPS ETF worth $2.63M as of Q2 2026.
  • White Lighthouse Investment Management bought 2,219 Schwab US TIPS ETF shares in Q2 2026, an estimated $59.2K.
  • Schwab US TIPS ETF made up 0.33% of White Lighthouse Investment Management's portfolio in Q2 2026, its #44 holding.
  • White Lighthouse Investment Management first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 35 quarters since.
  • White Lighthouse Investment Management's Schwab US TIPS ETF position peaked at $3.17M in Q4 2017.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.