AWM
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Avior Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Avior Wealth Management’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 		$26.9M Buy
1,013,405
+30,494
+3% +$814K 0.71% 35
2026
Q1 		$26.2M Buy
982,911
+68,579
+8% +$1.83M 0.74% 32
2025
Q4 		$24.2M Buy
914,332
+73,692
+9% +$1.98M 0.75% 34
2025
Q3 		$22.7M Buy
840,640
+39,010
+5% +$1.04M 0.73% 36
2025
Q2 		$21.4M Buy
801,630
+20,385
+3% +$539K 0.74% 35
2025
Q1 		$21M Buy
781,245
+13,072
+2% +$344K 0.8% 31
2024
Q4 		$19.8M Buy
768,173
+35,477
+5% +$932K 0.73% 34
2024
Q3 		$19.6M Buy
732,696
+25,096
+4% +$663K 0.78% 33
2024
Q2 		$18.4M Buy
707,600
+38,224
+6% +$988K 0.79% 34
2024
Q1 		$17.5M Buy
669,376
+44,620
+7% +$1.16M 0.81% 29
2023
Q4 		$16.3M Buy
624,756
+51,328
+9% +$1.31M 0.99% 24
2023
Q3 		$14.5M Buy
573,428
+25,168
+5% +$649K 0.98% 25
2023
Q2 		$14.4M Buy
548,260
+22,002
+4% +$583K 0.94% 25
2023
Q1 		$14.1M Buy
526,258
+24,466
+5% +$644K 0.97% 20
2022
Q4 		$13M Buy
501,792
+25,358
+5% +$663K 0.98% 23
2022
Q3 		$12.3M Buy
476,434
+34,054
+8% +$947K 1.02% 22
2022
Q2 		$12.3M Buy
442,380
+7,020
+2% +$204K 1.25% 17
2022
Q1 		$13.2M Buy
435,360
+38,538
+10% +$1.18M 1.14% 18
2021
Q4 		$12.5M Buy
396,822
+6,488
+2% +$204K 1.03% 19
2021
Q3 		$12.2M Buy
390,334
+36,588
+10% +$1.15M 1.01% 18
2021
Q2 		$11.1M Buy
353,746
+35,516
+11% +$1.1M 1.11% 18
2021
Q1 		$9.73M Buy
318,230
+54,630
+21% +$1.68M 1.04% 20
2020
Q4 		$8.18M Buy
263,600
+14,358
+6% +$441K 1.01% 21
2020
Q3 		$7.68M Buy
249,242
+15,372
+7% +$471K 1.1% 21
2020
Q2 		$7.02M Buy
233,870
+9,210
+4% +$273K 1.1% 20
2020
Q1 		$6.46M Buy
224,660
+7,756
+4% +$222K 1.27% 15
2019
Q4 		$6.14M Buy
216,904
+28,924
+15% +$820K 0.98% 24
2019
Q3 		$5.33M Buy
187,980
+3,602
+2% +$102K 0.93% 28
2019
Q2 		$5.19M Buy
184,378
+9,664
+6% +$268K 0.93% 28
2019
Q1 		$4.8M Buy
174,714
+1,996
+1% +$53.9K 1.02% 21
2018
Q4 		$4.6M Buy
172,718
+9,668
+6% +$257K 1.11% 17
2018
Q3 		$4.4M Buy
163,050
+5,050
+3% +$138K 0.94% 24
2018
Q2 		$4.34M Buy
158,000
+4,692
+3% +$128K 0.98% 21
2018
Q1 		$4.21M Buy
153,308
+11,078
+8% +$303K 0.97% 20
2017
Q4 		$3.94M Buy
142,230
+7,500
+6% +$207K 0.88% 25
2017
Q3 		$3.72M Buy
+134,730
New +$3.73M 1.22% 20
2017
Q2 		– Sell
-114,978
Closed -$3.19M – 482
2017
Q1 		$3.19M Buy
114,978
+436
+0.4% +$12K 1.07% 22
2016
Q4 		$3.14M Buy
114,542
+7,860
+7% +$219K 1.17% 22
2016
Q3 		$3.04M Buy
106,682
+5,130
+5% +$145K 1.19% 20
2016
Q2 		$2.87M Buy
101,552
+7,706
+8% +$214K 1.22% 20
2016
Q1 		$2.61M Buy
93,846
+81,860
+683% +$2.21M 1.15% 21
2015
Q4 		$318K Buy
+11,986
New +$321K 0.17% 104

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
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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Avior Wealth Management's SCHP Position: Q2 2026 in Review

Avior Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 3.1% in Q2 2026, buying an estimated $814K and bringing the position to 1,013,405 shares worth $26.9M. The position accounts for 0.71% of the portfolio, ranked #35.

Avior Wealth Management first reported a position in SCHP in Q4 2015 and has held it in 42 quarters since. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Avior Wealth Management held 1,013,405 shares of Schwab US TIPS ETF worth $26.9M as of Q2 2026.
  • Avior Wealth Management bought 30,494 Schwab US TIPS ETF shares in Q2 2026, an estimated $814K.
  • Schwab US TIPS ETF made up 0.71% of Avior Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Avior Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2015 and has held it in 42 quarters since.
  • 127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.