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Atria Wealth Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$469K Sell
17,627
-10,722
-38% -$284K 0.01% 948
2025
Q1 		$762K Sell
28,349
-56,152
-66% -$1.48M 0.01% 988
2024
Q4 		$2.18M Buy
84,501
+52,733
+166% +$1.39M 0.02% 612
2024
Q3 		$852K Buy
31,768
+9,424
+42% +$249K 0.01% 978
2024
Q2 		$581K Sell
22,344
-11,690
-34% -$302K 0.01% 1166
2024
Q1 		$888K Buy
34,034
+906
+3% +$23.5K 0.01% 963
2023
Q4 		$865K Sell
33,128
-1,810
-5% -$46K 0.01% 934
2023
Q3 		$882K Sell
34,938
-14,628
-30% -$377K 0.01% 872
2023
Q2 		$1.3M Sell
49,566
-7,034
-12% -$186K 0.02% 734
2023
Q1 		$1.52M Sell
56,600
-18,134
-24% -$477K 0.02% 642
2022
Q4 		$1.94M Sell
74,734
-21,864
-23% -$572K 0.03% 525
2022
Q3 		$2.5M Buy
96,598
+17,250
+22% +$480K 0.04% 404
2022
Q2 		$2.21M Sell
79,348
-94,476
-54% -$2.74M 0.04% 409
2022
Q1 		$5.28M Buy
+173,824
New +$5.33M 0.09% 238

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Atria Wealth Solutions's SCHP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Schwab US TIPS ETF (SCHP) stake by 38% in Q2 2025, selling an estimated $284K and leaving 17,627 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #948.

Atria Wealth Solutions first reported a position in SCHP in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.28M in Q1 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Atria Wealth Solutions held 17,627 shares of Schwab US TIPS ETF worth $469K as of Q2 2025.
  • Atria Wealth Solutions sold 10,722 Schwab US TIPS ETF shares in Q2 2025, an estimated $284K.
  • Schwab US TIPS ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #948 holding.
  • Atria Wealth Solutions first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Schwab US TIPS ETF position peaked at $5.28M in Q1 2022.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.