1620 Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

1620 Investment 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	$2.44M	Buy	92,062 +859	+0.9%	+$22.9K	1.51%	12
2026 Q1	$2.43M	Buy	91,203 +1,721	+2%	+$45.9K	1.64%	10
2025 Q4	$2.37M	Buy	89,482 +1,518	+2%	+$40.7K	1.58%	12
2025 Q3	$2.37M	Sell	87,964 -1,008	-1%	-$27K	1.61%	11
2025 Q2	$2.37M	Buy	88,972 +1,864	+2%	+$49.3K	1.68%	9
2025 Q1	$2.34M	Buy	87,108 +3,025	+4%	+$79.5K	1.79%	8
2024 Q4	$2.17M	Buy	84,083 +11,359	+16%	+$299K	1.65%	9
2024 Q3	$1.95M	Sell	72,724 -244	-0.3%	-$6.44K	1.41%	14
2024 Q2	$1.9M	Buy	72,968 +1,318	+2%	+$34.1K	1.45%	13
2024 Q1	$1.87M	Buy	+71,650	New	+$1.86M	1.88%	10

Other funds holding SCHP

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

1620 Investment Advisors's SCHP Position: Q2 2026 in Review

1620 Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 0.94% in Q2 2026, buying an estimated $22.9K and bringing the position to 92,062 shares worth $2.44M. The position accounts for 1.51% of the portfolio, ranked #12.

1620 Investment Advisors first reported a position in SCHP in Q1 2024 and has held it in 10 quarters since. 293 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

1620 Investment Advisors held 92,062 shares of Schwab US TIPS ETF worth $2.44M as of Q2 2026.
1620 Investment Advisors bought 859 Schwab US TIPS ETF shares in Q2 2026, an estimated $22.9K.
Schwab US TIPS ETF made up 1.51% of 1620 Investment Advisors's portfolio in Q2 2026, its #12 holding.
1620 Investment Advisors first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 10 quarters since.
293 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.