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

Avant 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	$321K	Buy	12,123 +242	+2%	+$6.46K	0.2%	57
2026 Q1	$316K	Hold	11,881	–	–	0.22%	57
2025 Q4	$315K	Buy	11,881 +1,495	+14%	+$40.1K	0.23%	57
2025 Q3	$280K	Buy	10,386 +90	+0.9%	+$2.41K	0.21%	58
2025 Q2	$275K	Hold	10,296	–	–	0.23%	57
2025 Q1	$277K	Hold	10,296	–	–	0.25%	57
2024 Q4	$266K	Buy	+10,296	New	+$271K	0.24%	57

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 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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Avant Financial Advisors increased its Schwab US TIPS ETF (SCHP) stake by 2% in Q2 2026, buying an estimated $6.46K and bringing the position to 12,123 shares worth $321K. The position accounts for 0.2% of the portfolio, ranked #57.

Avant Financial Advisors first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. 148 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Avant Financial Advisors held 12,123 shares of Schwab US TIPS ETF worth $321K as of Q2 2026.
Avant Financial Advisors bought 242 Schwab US TIPS ETF shares in Q2 2026, an estimated $6.46K.
Schwab US TIPS ETF made up 0.2% of Avant Financial Advisors's portfolio in Q2 2026, its #57 holding.
Avant Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
148 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.