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Williams Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Williams Financial’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 		$6.16M Buy
232,547
+16,483
+8% +$440K 3.18% 8
2026
Q1 		$5.75M Buy
216,064
+145
+0.1% +$3.87K 3.35% 8
2025
Q4 		$5.72M Buy
+215,919
New +$5.79M 3.31% 8

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

Williams Financial's SCHP Position: Q2 2026 in Review

Williams Financial increased its Schwab US TIPS ETF (SCHP) stake by 7.6% in Q2 2026, buying an estimated $440K and bringing the position to 232,547 shares worth $6.16M. The position accounts for 3.18% of the portfolio, ranked #8.

Williams Financial first reported a position in SCHP in Q4 2025 and has held it in 3 quarters since. 781 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Williams Financial held 232,547 shares of Schwab US TIPS ETF worth $6.16M as of Q2 2026.
  • Williams Financial bought 16,483 Schwab US TIPS ETF shares in Q2 2026, an estimated $440K.
  • Schwab US TIPS ETF made up 3.18% of Williams Financial's portfolio in Q2 2026, its #8 holding.
  • Williams Financial first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 781 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Williams Financial's 13F filing for Q2 2026, filed 21 Jul 2026.