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

American 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 		$782K Sell
29,528
-2,593
-8% -$69.2K 0.09% 82
2026
Q1 		$855K Sell
32,121
-279
-0.9% -$7.44K 0.11% 72
2025
Q4 		$858K Sell
32,400
-10,059
-24% -$270K 0.11% 72
2025
Q3 		$1.14M Sell
42,459
-20,175
-32% -$540K 0.15% 63
2025
Q2 		$1.67M Sell
62,634
-250
-0.4% -$6.62K 0.23% 47
2025
Q1 		$1.69M Sell
62,884
-956
-1% -$25.1K 0.25% 44
2024
Q4 		$1.65M Sell
63,840
-8,004
-11% -$210K 0.23% 46
2024
Q3 		$1.93M Sell
71,844
-4,806
-6% -$127K 0.26% 44
2024
Q2 		$1.99M Sell
76,650
-11,092
-13% -$287K 0.28% 44
2024
Q1 		$2.29M Sell
87,742
-12,758
-13% -$331K 0.32% 39
2023
Q4 		$2.62M Sell
100,500
-23,160
-19% -$589K 0.39% 36
2023
Q3 		$3.12M Sell
123,660
-35,880
-22% -$925K 0.49% 34
2023
Q2 		$4.18M Sell
159,540
-375,242
-70% -$9.95M 0.65% 31
2023
Q1 		$14.3M Sell
534,782
-42,092
-7% -$1.11M 2.33% 15
2022
Q4 		$14.9M Sell
576,874
-19,400
-3% -$508K 2.53% 14
2022
Q3 		$15.4M Sell
596,274
-14,228
-2% -$396K 2.67% 14
2022
Q2 		$17M Sell
610,502
-7,234
-1% -$210K 4.52% 9
2022
Q1 		$18.8M Sell
617,736
-3,548
-0.6% -$109K 2.6% 15
2021
Q4 		$19.5M Buy
621,284
+41,226
+7% +$1.3M 2.48% 17
2021
Q3 		$18.1M Buy
580,058
+39,934
+7% +$1.26M 2.42% 19
2021
Q2 		$16.9M Buy
540,124
+85,380
+19% +$2.65M 2.32% 19
2021
Q1 		$13.9M Buy
454,744
+427,324
+1,558% +$13.2M 2.07% 20
2020
Q4 		$851K Buy
+27,420
New +$842K 0.12% 61

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
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
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 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

American Financial Advisors's SCHP Position: Q2 2026 in Review

American Financial Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 8.1% in Q2 2026, selling an estimated $69.2K and leaving 29,528 shares worth $782K. The position accounts for 0.09% of the portfolio, ranked #82.

American Financial Advisors first reported a position in SCHP in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.5M in Q4 2021. 171 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • American Financial Advisors held 29,528 shares of Schwab US TIPS ETF worth $782K as of Q2 2026.
  • American Financial Advisors sold 2,593 Schwab US TIPS ETF shares in Q2 2026, an estimated $69.2K.
  • Schwab US TIPS ETF made up 0.09% of American Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • American Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 23 quarters since.
  • American Financial Advisors's Schwab US TIPS ETF position peaked at $19.5M in Q4 2021.
  • 171 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.