BA
SCHP icon

Ballast Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Ballast 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 		$185K Buy
6,976
+755
+12% +$20.1K 0.04% 132
2026
Q1 		$166K Sell
6,221
-259
-4% -$6.91K 0.05% 125
2025
Q4 		$172K Buy
6,480
+161
+3% +$4.32K 0.05% 120
2025
Q3 		$170K Buy
6,319
+164
+3% +$4.39K 0.05% 122
2025
Q2 		$164K Buy
6,155
+623
+11% +$16.5K 0.05% 121
2025
Q1 		$149K Sell
5,532
-37
-0.7% -$973 0.05% 121
2024
Q4 		$144K Buy
5,569
+415
+8% +$10.9K 0.04% 119
2024
Q3 		$138K Sell
5,154
-14
-0.3% -$370 0.04% 123
2024
Q2 		$134K Buy
5,168
+202
+4% +$5.22K 0.04% 125
2024
Q1 		$130K Sell
4,966
-362
-7% -$9.39K 0.04% 127
2023
Q4 		$139K Sell
5,328
-562
-10% -$14.3K 0.05% 123
2023
Q3 		$149K Buy
5,890
+156
+3% +$4.02K 0.06% 116
2023
Q2 		$150K Buy
5,734
+418
+8% +$11.1K 0.06% 120
2023
Q1 		$142K Sell
5,316
-2
-0% -$53 0.06% 124
2022
Q4 		$138K Buy
5,318
+134
+3% +$3.51K 0.06% 118
2022
Q3 		$134K Buy
5,184
+602
+13% +$16.7K 0.06% 113
2022
Q2 		$128K Buy
4,582
+318
+7% +$9.23K 0.06% 115
2022
Q1 		$129K Buy
4,264
+192
+5% +$5.89K 0.05% 125
2021
Q4 		$128K Buy
4,072
+378
+10% +$11.9K 0.05% 127
2021
Q3 		$116K Buy
3,694
+656
+22% +$20.7K 0.05% 126
2021
Q2 		$95K Buy
3,038
+558
+23% +$17.3K 0.04% 126
2021
Q1 		$76K Buy
2,480
+358
+17% +$11K 0.04% 130
2020
Q4 		$66K Buy
2,122
+2,012
+1,829% +$61.8K 0.03% 130
2020
Q3 		$3K Buy
+110
New +$3.37K ﹤0.01% 168

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Ballast Advisors's SCHP Position: Q2 2026 in Review

Ballast Advisors increased its Schwab US TIPS ETF (SCHP) stake by 12% in Q2 2026, buying an estimated $20.1K and bringing the position to 6,976 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #132.

Ballast Advisors first reported a position in SCHP in Q3 2020 and has held it in 24 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Ballast Advisors held 6,976 shares of Schwab US TIPS ETF worth $185K as of Q2 2026.
  • Ballast Advisors bought 755 Schwab US TIPS ETF shares in Q2 2026, an estimated $20.1K.
  • Schwab US TIPS ETF made up 0.04% of Ballast Advisors's portfolio in Q2 2026, its #132 holding.
  • Ballast Advisors first reported a position in Schwab US TIPS ETF in Q3 2020 and has held it in 24 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.