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Altiora Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Altiora Financial Group’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 		$11.6M Sell
435,988
-70,981
-14% -$1.89M 1.82% 14
2026
Q1 		$13.5M Sell
506,969
-200
-0% -$5.34K 2.22% 13
2025
Q4 		$13.4M Buy
507,169
+12,095
+2% +$324K 2.32% 12
2025
Q3 		$13.3M Buy
495,074
+35
+0% +$937 2.44% 12
2025
Q2 		$13.2M Sell
495,039
-22,416
-4% -$593K 2.58% 9
2025
Q1 		$13.9M Buy
517,455
+12
+0% +$316 2.96% 8
2024
Q4 		$13.4M Buy
517,443
+7,361
+1% +$193K 2.91% 8
2024
Q3 		$13.7M Sell
510,082
-9,416
-2% -$249K 3.02% 7
2024
Q2 		$13.5M Buy
519,498
+185,368
+55% +$4.79M 3.24% 9
2024
Q1 		$8.71M Sell
334,130
-170
-0.1% -$4.41K 2.37% 10
2023
Q4 		$8.73M Buy
334,300
+321,566
+2,525% +$8.18M 2.53% 9
2023
Q3 		$321K Sell
12,734
-76,642
-86% -$1.98M 0.15% 48
2023
Q2 		$2.34M Buy
89,376
+892
+1% +$23.6K 1.03% 16
2023
Q1 		$2.37M Hold
88,484
– – 1.09% 16
2022
Q4 		$2.29M Buy
+88,484
New +$2.31M 1.14% 16

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

Altiora Financial Group's SCHP Position: Q2 2026 in Review

Altiora Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 14% in Q2 2026, selling an estimated $1.89M and leaving 435,988 shares worth $11.6M. The position accounts for 1.82% of the portfolio, ranked #14.

Altiora Financial Group first reported a position in SCHP in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.9M in Q1 2025. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Altiora Financial Group held 435,988 shares of Schwab US TIPS ETF worth $11.6M as of Q2 2026.
  • Altiora Financial Group sold 70,981 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.89M.
  • Schwab US TIPS ETF made up 1.82% of Altiora Financial Group's portfolio in Q2 2026, its #14 holding.
  • Altiora Financial Group first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 15 quarters since.
  • Altiora Financial Group's Schwab US TIPS ETF position peaked at $13.9M in Q1 2025.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.