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Archvest Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Archvest 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 		$1.96M Buy
73,790
+11,047
+18% +$295K 1.13% 16
2026
Q1 		$1.67M Sell
62,743
-689
-1% -$18.4K 1.08% 17
2025
Q4 		$1.68M Buy
63,432
+6,171
+11% +$166K 1.07% 19
2025
Q3 		$1.54M Buy
57,261
+1,326
+2% +$35.5K 1.37% 18
2025
Q2 		$1.49M Buy
55,935
+196
+0.4% +$5.19K 1.3% 20
2025
Q1 		$1.5M Buy
55,739
+2,434
+5% +$64K 1.24% 22
2024
Q4 		$1.38M Buy
53,305
+653
+1% +$17.2K 1% 22
2024
Q3 		$1.41M Buy
52,652
+4,758
+10% +$126K 0.9% 20
2024
Q2 		$1.24M Buy
47,894
+21,744
+83% +$562K 0.82% 23
2024
Q1 		$677K Hold
26,150
– – 0.48% 31
2023
Q4 		$683K Buy
+26,150
New +$665K 0.51% 30

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

Archvest Wealth Advisors's SCHP Position: Q2 2026 in Review

Archvest Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 18% in Q2 2026, buying an estimated $295K and bringing the position to 73,790 shares worth $1.96M. The position accounts for 1.13% of the portfolio, ranked #16.

Archvest Wealth Advisors first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Archvest Wealth Advisors held 73,790 shares of Schwab US TIPS ETF worth $1.96M as of Q2 2026.
  • Archvest Wealth Advisors bought 11,047 Schwab US TIPS ETF shares in Q2 2026, an estimated $295K.
  • Schwab US TIPS ETF made up 1.13% of Archvest Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Archvest Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.