AAS
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Avantax Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

Avantax Advisory Services’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 		$1.5M Sell
56,333
-3,418
-6% -$90.4K 0.01% 940
2025
Q1 		$1.61M Sell
59,751
-151,919
-72% -$3.99M 0.01% 856
2024
Q4 		$5.47M Sell
211,670
-52,084
-20% -$1.37M 0.03% 373
2024
Q3 		$7.07M Buy
263,754
+10,320
+4% +$273K 0.05% 309
2024
Q2 		$6.59M Buy
253,434
+9,176
+4% +$237K 0.05% 298
2024
Q1 		$6.37M Buy
244,258
+85,644
+54% +$2.22M 0.06% 253
2023
Q4 		$4.14M Buy
158,614
+37,816
+31% +$962K 0.04% 314
2023
Q3 		$3.05M Buy
120,798
+15,464
+15% +$399K 0.03% 356
2023
Q2 		$2.76M Buy
105,334
+5,446
+5% +$144K 0.03% 372
2023
Q1 		$2.68M Buy
99,888
+19,712
+25% +$519K 0.03% 363
2022
Q4 		$2.08M Buy
80,176
+7,318
+10% +$191K 0.03% 417
2022
Q3 		$1.89M Sell
72,858
-10,322
-12% -$287K 0.03% 389
2022
Q2 		$2.32M Sell
83,180
-3,790
-4% -$110K 0.04% 345
2022
Q1 		$2.64M Sell
86,970
-3,364
-4% -$103K 0.04% 315
2021
Q4 		$2.84M Buy
90,334
+35,082
+63% +$1.1M 0.04% 299
2021
Q3 		$1.73M Buy
55,252
+14,364
+35% +$453K 0.03% 368
2021
Q2 		$1.28M Buy
40,888
+15,534
+61% +$482K 0.02% 424
2021
Q1 		$773K Buy
25,354
+16,104
+174% +$496K 0.02% 490
2020
Q4 		$289K Sell
9,250
-47,496
-84% -$1.46M 0.01% 740
2020
Q3 		$1.75M Buy
56,746
+48,810
+615% +$1.49M 0.03% 391
2020
Q2 		$239K Hold
7,936
– – 0.01% 719
2020
Q1 		$228K Sell
7,936
-2,148
-21% -$61.5K 0.01% 674
2019
Q4 		$287K Buy
+10,084
New +$286K 0.01% 641
2019
Q3 		– Sell
-23,708
Closed -$668K – 598
2019
Q2 		$668K Sell
23,708
-29,572
-56% -$819K 0.03% 249
2019
Q1 		$1.47M Sell
53,280
-12,458
-19% -$336K 0.08% 137
2018
Q4 		$1.75M Buy
+65,738
New +$1.75M 0.29% 90

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Avantax Advisory Services's SCHP Position: Q2 2025 in Review

Avantax Advisory Services reduced its Schwab US TIPS ETF (SCHP) stake by 5.7% in Q2 2025, selling an estimated $90.4K and leaving 56,333 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #940.

Avantax Advisory Services first reported a position in SCHP in Q4 2018 and has held it in 26 quarters since. The position peaked at $7.07M in Q3 2024. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Avantax Advisory Services held 56,333 shares of Schwab US TIPS ETF worth $1.5M as of Q2 2025.
  • Avantax Advisory Services sold 3,418 Schwab US TIPS ETF shares in Q2 2025, an estimated $90.4K.
  • Schwab US TIPS ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #940 holding.
  • Avantax Advisory Services first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 26 quarters since.
  • Avantax Advisory Services's Schwab US TIPS ETF position peaked at $7.07M in Q3 2024.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.