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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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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. 785 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.
  • 785 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.