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Beacon Investment Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

Beacon Investment 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
2026
Q2 		– Sell
-141
Closed -$3.75K – 839
2026
Q1 		$3.75K Buy
+141
New +$3.76K ﹤0.01% 716
2022
Q1 		– Sell
-10,926
Closed -$344K – 309
2021
Q4 		$344K Buy
+10,926
New +$344K 0.01% 246

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MERSOM
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
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Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Beacon Investment Advisory Services's SCHP Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 141 shares — an estimated $3.75K sold.

Beacon Investment Advisory Services first reported a position in SCHP in Q4 2021 and held it in 2 quarters. The position peaked at $344K in Q4 2021. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 141 Schwab US TIPS ETF shares in Q2 2026, an estimated $3.75K.
  • Beacon Investment Advisory Services first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 2 quarters.
  • Beacon Investment Advisory Services's Schwab US TIPS ETF position peaked at $344K in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.