Advyzon Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Advyzon Investment Management’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	$3.42M	Buy	129,025 +10,573	+9%	+$282K	0.25%	94
2026 Q1	$3.15M	Sell	118,452 -4,307	-4%	-$115K	0.28%	84
2025 Q4	$3.25M	Buy	122,759 +4,361	+4%	+$117K	0.38%	60
2025 Q3	$3.19M	Buy	118,398 +15,635	+15%	+$418K	0.55%	40
2025 Q2	$2.74M	Buy	102,763 +1,715	+2%	+$45.4K	0.61%	39
2025 Q1	$2.72M	Buy	101,048 +80,561	+393%	+$2.12M	0.96%	20
2024 Q4	$529K	Buy	+20,487	New	+$538K	0.2%	99

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

Advyzon Investment Management's SCHP Position: Q2 2026 in Review

Advyzon Investment Management increased its Schwab US TIPS ETF (SCHP) stake by 8.9% in Q2 2026, buying an estimated $282K and bringing the position to 129,025 shares worth $3.42M. The position accounts for 0.25% of the portfolio, ranked #94.

Advyzon Investment Management first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Advyzon Investment Management held 129,025 shares of Schwab US TIPS ETF worth $3.42M as of Q2 2026.
Advyzon Investment Management bought 10,573 Schwab US TIPS ETF shares in Q2 2026, an estimated $282K.
Schwab US TIPS ETF made up 0.25% of Advyzon Investment Management's portfolio in Q2 2026, its #94 holding.
Advyzon Investment Management first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.