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Advisory Alpha’s Schwab US TIPS ETF SCHP Stock Holding History

Advisory Alpha’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
Q1 		$42M Buy
1,579,745
+538,406
+52% +$14.4M 1.15% 19
2025
Q4 		$27.6M Buy
1,041,339
+19,048
+2% +$511K 0.75% 31
2025
Q3 		$27.5M Sell
1,022,291
-10,756
-1% -$288K 0.77% 31
2025
Q2 		$27.6M Buy
1,033,047
+36,426
+4% +$964K 0.86% 28
2025
Q1 		$26.8M Buy
996,621
+15,741
+2% +$414K 0.91% 30
2024
Q4 		$25.3M Sell
980,880
-43,794
-4% -$1.15M 0.9% 29
2024
Q3 		$27.5M Buy
1,024,674
+58,230
+6% +$1.54M 0.98% 28
2024
Q2 		$25.1M Buy
966,444
+192
+0% +$4.96K 0.99% 26
2024
Q1 		$25.2M Buy
966,252
+81,232
+9% +$2.11M 1.03% 26
2023
Q4 		$23.1M Buy
885,020
+15,414
+2% +$392K 1.06% 26
2023
Q3 		$22M Buy
869,606
+30,246
+4% +$780K 1.13% 24
2023
Q2 		$22M Buy
839,360
+28,712
+4% +$761K 1.13% 25
2023
Q1 		$21.7M Buy
810,648
+26,622
+3% +$701K 1.38% 19
2022
Q4 		$20.3M Sell
784,026
-35,488
-4% -$928K 1.44% 21
2022
Q3 		$21.2M Sell
819,514
-72,858
-8% -$2.03M 1.62% 18
2022
Q2 		$24.9M Sell
892,372
-470,462
-35% -$13.7M 1.87% 18
2022
Q1 		$41.4M Sell
1,362,834
-477,096
-26% -$14.6M 2.67% 11
2021
Q4 		$57.9M Buy
1,839,930
+223,216
+14% +$7.03M 3.37% 10
2021
Q3 		$50.6M Buy
1,616,714
+259,368
+19% +$8.18M 3.49% 9
2021
Q2 		$42.4M Buy
1,357,346
+236,372
+21% +$7.33M 3.48% 10
2021
Q1 		$34.3M Buy
+1,120,974
New +$34.5M 3.45% 9
2020
Q3 		– Sell
-29,164
Closed -$872K – 719
2020
Q2 		$872K Sell
29,164
-6,814
-19% -$202K 0.19% 48
2020
Q1 		$1.03M Buy
35,978
+3,052
+9% +$87.4K 0.29% 40
2019
Q4 		$932K Buy
32,926
+900
+3% +$25.5K 0.23% 53
2019
Q3 		$909K Sell
32,026
-1,360
-4% -$38.5K 0.27% 49
2019
Q2 		$940K Buy
33,386
+1,020
+3% +$28.2K 0.31% 45
2019
Q1 		$890K Buy
+32,366
New +$874K 0.32% 45
2018
Q4 		– Sell
-123,034
Closed -$3.29M – 148
2018
Q3 		$3.29M Sell
123,034
-74,234
-38% -$2.02M 0.84% 35
2018
Q2 		$5.37M Buy
197,268
+22,772
+13% +$621K 1.35% 22
2018
Q1 		$4.76M Buy
174,496
+105,016
+151% +$2.87M 1.65% 19
2017
Q4 		$1.9M Buy
69,480
+63,772
+1,117% +$1.76M 0.62% 47
2017
Q3 		$158K Buy
5,708
+4,346
+319% +$120K 0.04% 99
2017
Q2 		$38K Buy
1,362
+1,194
+711% +$33.1K 0.01% 116
2017
Q1 		$5K Buy
+168
New +$4.64K ﹤0.01% 136
2016
Q4 		– Sell
-3,334
Closed -$95K – 125
2016
Q3 		$95K Buy
3,334
+3,118
+1,444% +$88.3K 0.04% 70
2016
Q2 		$6K Buy
+216
New +$6K ﹤0.01% 72

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisory Alpha's SCHP Position: Q1 2026 in Review

Advisory Alpha increased its Schwab US TIPS ETF (SCHP) stake by 52% in Q1 2026, buying an estimated $14.4M and bringing the position to 1,579,745 shares worth $42M. The position accounts for 1.15% of the portfolio, ranked #19.

Advisory Alpha first reported a position in SCHP in Q2 2016 and has held it in 36 quarters since. The position peaked at $57.9M in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Advisory Alpha held 1,579,745 shares of Schwab US TIPS ETF worth $42M as of Q1 2026.
  • Advisory Alpha bought 538,406 Schwab US TIPS ETF shares in Q1 2026, an estimated $14.4M.
  • Schwab US TIPS ETF made up 1.15% of Advisory Alpha's portfolio in Q1 2026, its #19 holding.
  • Advisory Alpha first reported a position in Schwab US TIPS ETF in Q2 2016 and has held it in 36 quarters since.
  • Advisory Alpha's Schwab US TIPS ETF position peaked at $57.9M in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.