Bigelow Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Buy |
45,229
+4,274
| +10% | +$114K | 0.43% | 59 |
|
|
2026
Q1 | $1.09M | Buy |
40,955
+2,474
| +6% | +$66K | 0.44% | 59 |
|
|
2025
Q4 | $1.02M | Sell |
38,481
-1,133
| -3% | -$30.4K | 0.4% | 65 |
|
|
2025
Q3 | $1.07M | Sell |
39,614
-247
| -0.6% | -$6.61K | 0.43% | 62 |
|
|
2025
Q2 | $1.06M | Buy |
39,861
+2,647
| +7% | +$70K | 0.47% | 61 |
|
|
2025
Q1 | $1M | Buy |
37,214
+535
| +1% | +$14.1K | 0.48% | 62 |
|
|
2024
Q4 | $947K | Sell |
36,679
-2,689
| -7% | -$70.7K | 0.44% | 65 |
|
|
2024
Q3 | $1.06M | Sell |
39,368
-2,778
| -7% | -$73.4K | 0.47% | 64 |
|
|
2024
Q2 | $1.1M | Sell |
42,146
-2,294
| -5% | -$59.3K | 0.52% | 56 |
|
|
2024
Q1 | $1.16M | Sell |
44,440
-2,048
| -4% | -$53.1K | 0.57% | 52 |
|
|
2023
Q4 | $1.21M | Sell |
46,488
-8,902
| -16% | -$226K | 0.66% | 46 |
|
|
2023
Q3 | $1.4M | Sell |
55,390
-122
| -0.2% | -$3.14K | 0.8% | 38 |
|
|
2023
Q2 | $1.46M | Buy |
+55,512
| New | +$1.47M | 0.8% | 37 |
|
|
2023
Q1 | – | Sell |
-52,852
| Closed | -$1.39M | – | 36 |
|
|
2022
Q4 | $1.37M | Sell |
52,852
-10,664
| -17% | -$279K | 0.79% | 39 |
|
|
2022
Q3 | $1.65M | Buy |
63,516
+2,278
| +4% | +$63.3K | 0.98% | 24 |
|
|
2022
Q2 | $1.71M | Buy |
61,238
+1,620
| +3% | +$47K | 0.94% | 28 |
|
|
2022
Q1 | $1.81M | Buy |
59,618
+13,302
| +29% | +$408K | 0.85% | 33 |
|
|
2021
Q4 | $1.46M | Buy |
46,316
+4,408
| +11% | +$139K | 0.66% | 41 |
|
|
2021
Q3 | $1.31M | Buy |
41,908
+8,728
| +26% | +$275K | 0.65% | 40 |
|
|
2021
Q2 | $1.04M | Hold |
33,180
| – | – | 0.5% | 53 |
|
|
2021
Q1 | $1.01M | Buy |
33,180
+2,270
| +7% | +$69.9K | 0.51% | 53 |
|
|
2020
Q4 | $959K | Buy |
30,910
+1,702
| +6% | +$52.3K | 0.51% | 53 |
|
|
2020
Q3 | $900K | Buy |
29,208
+4,932
| +20% | +$151K | 0.53% | 50 |
|
|
2020
Q2 | $729K | Buy |
24,276
+354
| +1% | +$10.5K | 0.47% | 59 |
|
|
2020
Q1 | $688K | Buy |
23,922
+3,942
| +20% | +$113K | 0.52% | 52 |
|
|
2019
Q4 | $566K | Sell |
19,980
-1,760
| -8% | -$49.9K | 0.33% | 86 |
|
|
2019
Q3 | $617K | Sell |
21,740
-8,558
| -28% | -$243K | 0.39% | 77 |
|
|
2019
Q2 | $853K | Buy |
30,298
+3,338
| +12% | +$92.4K | 0.57% | 54 |
|
|
2019
Q1 | $741K | Buy |
26,960
+282
| +1% | +$7.61K | 0.51% | 60 |
|
|
2018
Q4 | $710K | Buy |
26,678
+80
| +0.3% | +$2.13K | 0.53% | 53 |
|
|
2018
Q3 | $718K | Sell |
26,598
-8
| -0% | -$218 | 0.48% | 60 |
|
|
2018
Q2 | $730K | Buy |
26,606
+622
| +2% | +$17K | 0.5% | 61 |
|
|
2018
Q1 | $713K | Buy |
25,984
+1,708
| +7% | +$46.7K | 0.48% | 59 |
|
|
2017
Q4 | $673K | Buy |
+24,276
| New | +$671K | 0.67% | 41 |
|
Other funds holding SCHP
MERSOM
MCM
LNC
Bigelow Investment Advisors's SCHP Position: Q2 2026 in Review
Bigelow Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 10% in Q2 2026, buying an estimated $114K and bringing the position to 45,229 shares worth $1.2M. The position accounts for 0.43% of the portfolio, ranked #59.
Bigelow Investment Advisors first reported a position in SCHP in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.81M in Q1 2022. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.
- Bigelow Investment Advisors held 45,229 shares of Schwab US TIPS ETF worth $1.2M as of Q2 2026.
- Bigelow Investment Advisors bought 4,274 Schwab US TIPS ETF shares in Q2 2026, an estimated $114K.
- Schwab US TIPS ETF made up 0.43% of Bigelow Investment Advisors's portfolio in Q2 2026, its #59 holding.
- Bigelow Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's Schwab US TIPS ETF position peaked at $1.81M in Q1 2022.
- 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.
Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.