ALM First Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

ALM First Financial 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	$12.9M	Sell	487,500 -82,152	-14%	-$2.19M	2.18%	13
2026 Q1	$15.2M	Buy	569,652 +94,618	+20%	+$2.52M	2.72%	11
2025 Q4	$12.6M	Hold	475,034	–	–	2.49%	12
2025 Q3	$12.8M	Hold	475,034	–	–	2.58%	13
2025 Q2	$12.7M	Hold	475,034	–	–	2.74%	11
2025 Q1	$12.8M	Buy	475,034 +27,162	+6%	+$714K	2.92%	9
2024 Q4	$11.6M	Buy	447,872 +72,130	+19%	+$1.9M	2.73%	8
2024 Q3	$10.1M	Buy	375,742 +35,742	+11%	+$944K	2.5%	13
2024 Q2	$8.84M	Hold	340,000	–	–	2.54%	8
2024 Q1	$8.87M	Hold	340,000	–	–	2.46%	9
2023 Q4	$8.87M	Hold	340,000	–	–	2.59%	9
2023 Q3	$8.58M	Hold	340,000	–	–	2.57%	9
2023 Q2	$8.91M	Hold	340,000	–	–	2.62%	9
2023 Q1	$9.11M	Hold	340,000	–	–	2.84%	9
2022 Q4	$8.8M	Buy	+340,000	New	+$8.89M	2.82%	9

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

ALM First Financial Advisors's SCHP Position: Q2 2026 in Review

ALM First Financial Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 14% in Q2 2026, selling an estimated $2.19M and leaving 487,500 shares worth $12.9M. The position accounts for 2.18% of the portfolio, ranked #13.

ALM First Financial Advisors first reported a position in SCHP in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.2M in Q1 2026. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

ALM First Financial Advisors held 487,500 shares of Schwab US TIPS ETF worth $12.9M as of Q2 2026.
ALM First Financial Advisors sold 82,152 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.19M.
Schwab US TIPS ETF made up 2.18% of ALM First Financial Advisors's portfolio in Q2 2026, its #13 holding.
ALM First Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 15 quarters since.
ALM First Financial Advisors's Schwab US TIPS ETF position peaked at $15.2M in Q1 2026.
127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.