AWA
SCHP icon

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

Arkadios 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 		$7.87M Buy
296,810
+8,840
+3% +$236K 0.12% 186
2026
Q1 		$7.66M Buy
287,970
+277,517
+2,655% +$7.4M 0.13% 189
2025
Q4 		$277K Sell
10,453
-19
-0.2% -$510 0.01% 1279
2025
Q3 		$282K Sell
10,472
-383
-4% -$10.3K 0.01% 1181
2025
Q2 		$290K Sell
10,855
-94
-0.9% -$2.49K 0.01% 1073
2025
Q1 		$294K Sell
10,949
-1,458
-12% -$38.3K 0.01% 915
2024
Q4 		$320K Sell
12,407
-13,753
-53% -$361K 0.02% 701
2024
Q3 		$701K Sell
26,160
-6,062
-19% -$160K 0.04% 421
2024
Q2 		$838K Buy
32,222
+1,212
+4% +$31.3K 0.06% 321
2024
Q1 		$809K Buy
31,010
+3,360
+12% +$87.2K 0.06% 280
2023
Q4 		$722K Buy
27,650
+1,100
+4% +$28K 0.06% 286
2023
Q3 		$670K Buy
+26,550
New +$684K 0.06% 275
2022
Q1 		– Sell
-30,418
Closed -$956K – 628
2021
Q4 		$956K Buy
30,418
+28,568
+1,544% +$900K 0.13% 192
2021
Q3 		$57K Hold
1,850
– – 0.01% 837
2021
Q2 		$57K Hold
1,850
– – 0.01% 884
2021
Q1 		$56K Hold
1,850
– – 0.01% 662
2020
Q4 		$57K Buy
+1,850
New +$56.8K 0.01% 530

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

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

Arkadios Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 3.1% in Q2 2026, buying an estimated $236K and bringing the position to 296,810 shares worth $7.87M. The position accounts for 0.12% of the portfolio, ranked #186.

Arkadios Wealth Advisors first reported a position in SCHP in Q4 2020 and has held it in 17 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Arkadios Wealth Advisors held 296,810 shares of Schwab US TIPS ETF worth $7.87M as of Q2 2026.
  • Arkadios Wealth Advisors bought 8,840 Schwab US TIPS ETF shares in Q2 2026, an estimated $236K.
  • Schwab US TIPS ETF made up 0.12% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Arkadios Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 17 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.