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B. Riley Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

B. Riley 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 		$817K Buy
30,710
+509
+2% +$13.6K 0.04% 349
2026
Q1 		$803K Buy
30,201
+2,164
+8% +$57.7K 0.05% 332
2025
Q4 		$743K Sell
28,037
-847
-3% -$22.7K 0.03% 405
2025
Q3 		$778K Buy
28,884
+5,959
+26% +$159K 0.04% 397
2025
Q2 		$612K Buy
+22,925
New +$607K 0.03% 463
2024
Q4 		– Sell
-8,798
Closed -$236K – 1269
2024
Q3 		$236K Buy
8,798
+706
+9% +$18.6K 0.01% 1070
2024
Q2 		$210K Sell
8,092
-111,598
-93% -$2.89M 0.01% 1213
2024
Q1 		$3.02M Buy
119,690
+102,870
+612% +$2.67M 0.08% 240
2023
Q4 		$439K Sell
16,820
-102,870
-86% -$2.62M 0.01% 880
2023
Q3 		$3.02M Sell
119,690
-1,750
-1% -$45.1K 0.08% 240
2023
Q2 		$3.18M Buy
121,440
+3,312
+3% +$87.8K 0.07% 262
2023
Q1 		$3.17M Buy
118,128
+2,870
+2% +$75.5K 0.08% 239
2022
Q4 		$2.98M Buy
115,258
+2,582
+2% +$67.5K 0.08% 245
2022
Q3 		$2.92M Sell
112,676
-1,606
-1% -$44.6K 0.09% 228
2022
Q2 		$3.19M Buy
114,282
+1,848
+2% +$53.6K 0.13% 160
2022
Q1 		$3.41M Sell
112,434
-78,160
-41% -$2.4M 0.11% 194
2021
Q4 		$5.99M Buy
190,594
+85,768
+82% +$2.7M 0.17% 123
2021
Q3 		$3.28M Sell
104,826
-24
-0% -$757 0.1% 220
2021
Q2 		$3.28M Sell
104,850
-630
-0.6% -$19.5K 0.11% 223
2021
Q1 		$3.23M Buy
105,480
+88,510
+522% +$2.73M 0.11% 203
2020
Q4 		$527K Buy
16,970
+746
+5% +$22.9K 0.03% 525
2020
Q3 		$500K Sell
16,224
-324
-2% -$9.92K 0.03% 530
2020
Q2 		$497K Buy
16,548
+238
+1% +$7.05K 0.03% 463
2020
Q1 		$469K Sell
16,310
-824
-5% -$23.6K 0.04% 406
2019
Q4 		$486K Buy
17,134
+36
+0.2% +$1.02K 0.04% 444
2019
Q3 		$486K Buy
17,098
+2,950
+21% +$83.6K 0.05% 417
2019
Q2 		$399K Buy
14,148
+1,440
+11% +$39.9K 0.04% 459
2019
Q1 		$350K Buy
12,708
+1,740
+16% +$47K 0.04% 441
2018
Q4 		$292K Sell
10,968
-188
-2% -$5K 0.04% 443
2018
Q3 		$301K Sell
11,156
-166
-1% -$4.52K 0.04% 494
2018
Q2 		$311K Buy
11,322
+190
+2% +$5.18K 0.04% 452
2018
Q1 		$306K Buy
11,132
+1,258
+13% +$34.4K 0.04% 448
2017
Q4 		$274K Buy
9,874
+1,594
+19% +$44.1K 0.04% 485
2017
Q3 		$229K Buy
+8,280
New +$229K 0.04% 460
2016
Q3 		– Sell
-9,594
Closed -$271K – 649
2016
Q2 		$271K Buy
+9,594
New +$267K 0.05% 427

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

B. Riley Wealth Advisors's SCHP Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 1.7% in Q2 2026, buying an estimated $13.6K and bringing the position to 30,710 shares worth $817K. The position accounts for 0.04% of the portfolio, ranked #349.

B. Riley Wealth Advisors first reported a position in SCHP in Q2 2016 and has held it in 35 quarters since. The position peaked at $5.99M in Q4 2021. 130 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • B. Riley Wealth Advisors held 30,710 shares of Schwab US TIPS ETF worth $817K as of Q2 2026.
  • B. Riley Wealth Advisors bought 509 Schwab US TIPS ETF shares in Q2 2026, an estimated $13.6K.
  • Schwab US TIPS ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #349 holding.
  • B. Riley Wealth Advisors first reported a position in Schwab US TIPS ETF in Q2 2016 and has held it in 35 quarters since.
  • B. Riley Wealth Advisors's Schwab US TIPS ETF position peaked at $5.99M in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.