Aletheian Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Aletheian Wealth 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	$2.39M	Buy	90,263 +1,018	+1%	+$27.2K	1.02%	21
2026 Q1	$2.37M	Buy	+89,245	New	+$2.38M	1.16%	21
2025 Q3	$2.25M	Buy	83,397 +4,924	+6%	+$132K	1.04%	22
2025 Q2	$2.09M	Buy	78,473 +8,292	+12%	+$219K	1.03%	23
2025 Q1	$1.89M	Buy	70,181 +2,675	+4%	+$70.3K	1.06%	21
2024 Q4	$1.74M	Buy	67,506 +1,160	+2%	+$30.5K	1.03%	24
2024 Q3	$1.78M	Buy	66,346 +2,708	+4%	+$71.5K	1.04%	22
2024 Q2	$1.65M	Buy	63,638 +1,280	+2%	+$33.1K	0.87%	28
2024 Q1	$1.63M	Buy	62,358 +4,710	+8%	+$122K	0.88%	28
2023 Q4	$1.5M	Buy	57,648 +11,290	+24%	+$287K	1%	26
2023 Q3	$1.17M	Sell	46,358 -2,036	-4%	-$52.5K	0.9%	31
2023 Q2	$1.27M	Buy	48,394 +926	+2%	+$24.6K	0.87%	32
2023 Q1	$1.27M	Sell	47,468 -91,646	-66%	-$2.41M	1.12%	22
2022 Q4	$3.6M	Buy	139,114 +23,200	+20%	+$607K	3.11%	8
2022 Q3	$3M	Sell	115,914 -1,802	-2%	-$50.1K	3.41%	7
2022 Q2	$3.28M	Sell	117,716 -27,674	-19%	-$803K	3.34%	7
2022 Q1	$4.41M	Buy	145,390 +115,348	+384%	+$3.54M	4.19%	6
2021 Q4	$945K	Buy	+30,042	New	+$946K	0.93%	24

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

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Aletheian Wealth Advisors's SCHP Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 1.1% in Q2 2026, buying an estimated $27.2K and bringing the position to 90,263 shares worth $2.39M. The position accounts for 1.02% of the portfolio, ranked #21.

Aletheian Wealth Advisors first reported a position in SCHP in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.41M in Q1 2022. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Aletheian Wealth Advisors held 90,263 shares of Schwab US TIPS ETF worth $2.39M as of Q2 2026.
Aletheian Wealth Advisors bought 1,018 Schwab US TIPS ETF shares in Q2 2026, an estimated $27.2K.
Schwab US TIPS ETF made up 1.02% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Aletheian Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 18 quarters since.
Aletheian Wealth Advisors's Schwab US TIPS ETF position peaked at $4.41M in Q1 2022.
127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.