ZF
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Zhang Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Zhang 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 		$786K Buy
29,678
+15,511
+109% +$414K 0.02% 216
2026
Q1 		$377K Hold
14,167
– – 0.01% 279
2025
Q4 		$375K Buy
14,167
+143
+1% +$3.84K 0.01% 245
2025
Q3 		$378K Sell
14,024
-815
-5% -$21.8K 0.02% 236
2025
Q2 		$396K Buy
14,839
+471
+3% +$12.5K 0.02% 218
2025
Q1 		$386K Sell
14,368
-914
-6% -$24K 0.02% 222
2024
Q4 		$395K Sell
15,282
-1,254
-8% -$33K 0.02% 216
2024
Q3 		$443K Buy
16,536
+508
+3% +$13.4K 0.03% 201
2024
Q2 		$417K Buy
16,028
+128
+0.8% +$3.31K 0.03% 201
2024
Q1 		$415K Buy
+15,900
New +$412K 0.03% 203
2023
Q3 		– Sell
-40,944
Closed -$1.07M – 248
2023
Q2 		$1.07M Sell
40,944
-53,770
-57% -$1.43M 0.11% 108
2023
Q1 		$2.54M Sell
94,714
-34,038
-26% -$896K 0.29% 56
2022
Q4 		$3.33M Sell
128,752
-46,278
-26% -$1.21M 0.43% 40
2022
Q3 		$4.53M Buy
175,030
+14,902
+9% +$414K 0.68% 29
2022
Q2 		$4.47M Buy
160,128
+29,290
+22% +$850K 0.72% 27
2022
Q1 		$3.97M Buy
130,838
+43,304
+49% +$1.33M 0.67% 25
2021
Q4 		$2.75M Buy
87,534
+38,584
+79% +$1.21M 0.49% 36
2021
Q3 		$1.53M Buy
48,950
+10,118
+26% +$319K 0.35% 38
2021
Q2 		$1.21M Buy
38,832
+5,214
+16% +$162K 0.3% 44
2021
Q1 		$1.03M Buy
33,618
+15,604
+87% +$481K 0.28% 44
2020
Q4 		$559K Sell
18,014
-560
-3% -$17.2K 0.17% 58
2020
Q3 		$572K Buy
18,574
+356
+2% +$10.9K 0.21% 47
2020
Q2 		$547K Buy
18,218
+216
+1% +$6.4K 0.21% 49
2020
Q1 		$518K Sell
18,002
-8,206
-31% -$235K 0.23% 47
2019
Q4 		$744K Sell
26,208
-748
-3% -$21.2K 0.28% 44
2019
Q3 		$764K Hold
26,956
– – 0.32% 37
2019
Q2 		$759K Hold
26,956
– – 0.32% 38
2019
Q1 		$741K Buy
26,956
+1,120
+4% +$30.2K 0.32% 38
2018
Q4 		$688K Buy
+25,836
New +$687K 0.33% 34

Other funds holding SCHP

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Zhang Financial's SCHP Position: Q2 2026 in Review

Zhang Financial increased its Schwab US TIPS ETF (SCHP) stake by 109% in Q2 2026, buying an estimated $414K and bringing the position to 29,678 shares worth $786K. The position accounts for 0.02% of the portfolio, ranked #216.

Zhang Financial first reported a position in SCHP in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.53M in Q3 2022. 369 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Zhang Financial held 29,678 shares of Schwab US TIPS ETF worth $786K as of Q2 2026.
  • Zhang Financial bought 15,511 Schwab US TIPS ETF shares in Q2 2026, an estimated $414K.
  • Schwab US TIPS ETF made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #216 holding.
  • Zhang Financial first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 29 quarters since.
  • Zhang Financial's Schwab US TIPS ETF position peaked at $4.53M in Q3 2022.
  • 369 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.