Bay Colony Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Bay Colony 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	$273K	Sell	10,306 -54	-0.5%	-$1.44K	0.03%	400
2026 Q1	$276K	Sell	10,360 -939	-8%	-$25.1K	0.03%	404
2025 Q4	$299K	Hold	11,299	–	–	0.04%	391
2025 Q3	$305K	Sell	11,299 -969	-8%	-$25.9K	0.04%	389
2025 Q2	$327K	Sell	12,268 -96	-0.8%	-$2.54K	0.05%	326
2025 Q1	$331K	Sell	12,364 -6,775	-35%	-$178K	0.05%	312
2024 Q4	$494K	Buy	19,139 +133	+0.7%	+$3.5K	0.07%	241
2024 Q3	$510K	Buy	+19,006	New	+$502K	0.08%	236
2022 Q1	–	Sell	-7,000	Closed	-$220K	–	394
2021 Q4	$220K	Buy	7,000 +6	+0.1%	+$189	0.06%	329
2021 Q3	$219K	Hold	6,994	–	–	0.07%	312
2021 Q2	$219K	Buy	6,994 +166	+2%	+$5.15K	0.07%	315
2021 Q1	$209K	Buy	+6,828	New	+$210K	0.08%	300

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

Bay Colony Advisors's SCHP Position: Q2 2026 in Review

Bay Colony Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 0.52% in Q2 2026, selling an estimated $1.44K and leaving 10,306 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #400.

Bay Colony Advisors first reported a position in SCHP in Q1 2021 and has held it in 12 quarters since. The position peaked at $510K in Q3 2024. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Bay Colony Advisors held 10,306 shares of Schwab US TIPS ETF worth $273K as of Q2 2026.
Bay Colony Advisors sold 54 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.44K.
Schwab US TIPS ETF made up 0.03% of Bay Colony Advisors's portfolio in Q2 2026, its #400 holding.
Bay Colony Advisors first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 12 quarters since.
Bay Colony Advisors's Schwab US TIPS ETF position peaked at $510K in Q3 2024.
127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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