Addison Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Addison 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	$24.9K	Buy	939 +266	+40%	+$7.1K	0.01%	319
2026 Q1	$17.9K	Buy	673 +379	+129%	+$10.1K	﹤0.01%	571
2025 Q4	$7.79K	Buy	+294	New	+$7.89K	﹤0.01%	652
2024 Q1	–	Sell	-48	Closed	-$1.25K	–	734
2023 Q4	$1.25K	Sell	48 -2	-4%	-$51	﹤0.01%	646
2023 Q3	$1.26K	Buy	50 +6	+14%	+$155	﹤0.01%	610
2023 Q2	$1.15K	Sell	44 -84	-66%	-$2.23K	﹤0.01%	572
2023 Q1	$3.43K	Hold	128	–	–	﹤0.01%	527
2022 Q4	$3.31K	Buy	+128	New	+$3.35K	﹤0.01%	530
2022 Q2	–	Sell	-86	Closed	-$3K	–	759
2022 Q1	$3K	Buy	+86	New	+$2.64K	﹤0.01%	564

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

Addison Advisors's SCHP Position: Q2 2026 in Review

Addison Advisors increased its Schwab US TIPS ETF (SCHP) stake by 40% in Q2 2026, buying an estimated $7.1K and bringing the position to 939 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #319.

Addison Advisors first reported a position in SCHP in Q1 2022 and has held it in 9 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Addison Advisors held 939 shares of Schwab US TIPS ETF worth $24.9K as of Q2 2026.
Addison Advisors bought 266 Schwab US TIPS ETF shares in Q2 2026, an estimated $7.1K.
Schwab US TIPS ETF made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #319 holding.
Addison Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 9 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.