BFCFSI
SCHP icon

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Schwab US TIPS ETF SCHP Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$383K Buy
14,436
+7
+0% +$187 0.05% 331
2026
Q1 		$384K Buy
14,429
+582
+4% +$15.5K 0.05% 328
2025
Q4 		$367K Buy
13,847
+23
+0.2% +$617 0.05% 340
2025
Q3 		$373K Sell
13,824
-353
-2% -$9.45K 0.05% 312
2025
Q2 		$378K Buy
14,177
+8
+0.1% +$212 0.06% 283
2025
Q1 		$381K Sell
14,169
-971
-6% -$25.5K 0.06% 291
2024
Q4 		$391K Buy
15,140
+1,936
+15% +$50.9K 0.07% 265
2024
Q3 		$354K Buy
+13,204
New +$349K 0.06% 329

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 $52.7B AUM 16.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MAI Capital Management
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
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SCHP Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Schwab US TIPS ETF (SCHP) stake by 0.05% in Q2 2026, buying an estimated $187 and bringing the position to 14,436 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #331.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SCHP in Q3 2024 and has held it in 8 quarters since. The position peaked at $391K in Q4 2024. 795 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 14,436 shares of Schwab US TIPS ETF worth $383K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 7 Schwab US TIPS ETF shares in Q2 2026, an estimated $187.
  • Schwab US TIPS ETF made up 0.05% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #331 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Schwab US TIPS ETF position peaked at $391K in Q4 2024.
  • 795 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.