Arax Advisory Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Arax Advisory Partners’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	$22M	Buy	828,847 +41,552	+5%	+$1.11M	0.15%	148
2026 Q1	$20.9M	Sell	787,295 -935,451	-54%	-$25M	0.59%	34
2025 Q4	$45.6M	Buy	+1,722,746	New	+$46.2M	1.33%	13
2025 Q3	–	Sell	-1,611,154	Closed	-$43M	–	4167
2025 Q2	$43M	Buy	1,611,154 +64,066	+4%	+$1.7M	1.98%	6
2025 Q1	$41.6M	Buy	1,547,088 +156,941	+11%	+$4.13M	2.67%	4
2024 Q4	$35.9M	Sell	1,390,147 -10,783	-0.8%	-$283K	2.26%	7
2024 Q3	$37.6M	Buy	1,400,930 +201,176	+17%	+$5.31M	3.35%	3
2024 Q2	$31.2M	Buy	1,199,754 +42,372	+4%	+$1.1M	3.04%	5
2024 Q1	$30.2M	Buy	1,157,382 +52,152	+5%	+$1.35M	3.18%	5
2023 Q4	$28.8M	Sell	1,105,230 -514	-0%	-$13.1K	3.21%	5
2023 Q3	$27.9M	Buy	1,105,744 +87,354	+9%	+$2.25M	3.48%	3
2023 Q2	$26.7M	Buy	1,018,390 +21,928	+2%	+$581K	3.41%	6
2023 Q1	$26.7M	Buy	996,462 +30,824	+3%	+$811K	3.54%	4
2022 Q4	$25M	Buy	965,638 +807,170	+509%	+$21.1M	3.46%	3
2022 Q3	$4.1M	Buy	158,468 +4,984	+3%	+$139K	0.65%	31
2022 Q2	$4.28M	Buy	153,484 +2,812	+2%	+$81.6K	0.65%	34
2022 Q1	$4.57M	Sell	150,672 -1,896	-1%	-$58.1K	0.61%	36
2021 Q4	$4.8M	Buy	152,568 +6,698	+5%	+$211K	0.61%	32
2021 Q3	$4.56M	Buy	145,870 +3,514	+2%	+$111K	0.62%	30
2021 Q2	$4.45M	Buy	+142,356	New	+$4.41M	0.61%	33
2020 Q4	$3.79M	Buy	122,044 +24,150	+25%	+$742K	0.56%	35
2020 Q3	$3.02M	Buy	97,894 +6,194	+7%	+$190K	0.51%	39
2020 Q2	$2.75M	Buy	91,700 +16,944	+23%	+$502K	0.49%	38
2020 Q1	$2.15M	Sell	74,756 -6,122	-8%	-$175K	0.5%	37
2019 Q4	$2.29M	Buy	80,878 +3,014	+4%	+$85.4K	0.66%	25
2019 Q3	$2.21M	Buy	77,864 +1,140	+1%	+$32.3K	0.67%	25
2019 Q2	$2.16M	Buy	+76,724	New	+$2.12M	0.72%	24
2018 Q4	$1.98M	Buy	74,262 +17,002	+30%	+$452K	0.79%	23
2018 Q3	$1.54M	Buy	+57,260	New	+$1.56M	0.62%	20

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Arax Advisory Partners's SCHP Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab US TIPS ETF (SCHP) stake by 5.3% in Q2 2026, buying an estimated $1.11M and bringing the position to 828,847 shares worth $22M. The position accounts for 0.15% of the portfolio, ranked #148.

Arax Advisory Partners first reported a position in SCHP in Q3 2018 and has held it in 29 quarters since. The position peaked at $45.6M in Q4 2025. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Arax Advisory Partners held 828,847 shares of Schwab US TIPS ETF worth $22M as of Q2 2026.
Arax Advisory Partners bought 41,552 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.11M.
Schwab US TIPS ETF made up 0.15% of Arax Advisory Partners's portfolio in Q2 2026, its #148 holding.
Arax Advisory Partners first reported a position in Schwab US TIPS ETF in Q3 2018 and has held it in 29 quarters since.
Arax Advisory Partners's Schwab US TIPS ETF position peaked at $45.6M in Q4 2025.
788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.