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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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. 787 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.
787 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.