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BlueSky Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

BlueSky 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 		$43M Buy
1,623,663
+106,456
+7% +$2.84M 4.98% 5
2026
Q1 		$40.4M Buy
1,517,207
+17,597
+1% +$469K 5.2% 3
2025
Q4 		$39.7M Buy
1,499,610
+112,608
+8% +$3.02M 5.24% 5
2025
Q3 		$37.4M Buy
1,387,002
+40,745
+3% +$1.09M 5.04% 6
2025
Q2 		$35.9M Buy
1,346,257
+11,385
+0.9% +$301K 5.22% 5
2025
Q1 		$35.9M Buy
1,334,872
+10,600
+0.8% +$279K 5.56% 4
2024
Q4 		$34.2M Buy
1,324,272
+1,716
+0.1% +$45.1K 5.35% 4
2024
Q3 		$35.5M Buy
1,322,556
+97,062
+8% +$2.56M 5.51% 4
2024
Q2 		$31.9M Buy
+1,225,494
New +$31.7M 5.36% 4
2024
Q1 		– Sell
-1,202,654
Closed -$31.4M – 50
2023
Q4 		$31.4M Buy
1,202,654
+25,368
+2% +$645K 5.83% 4
2023
Q3 		$29.7M Buy
1,177,286
+57,928
+5% +$1.49M 6.08% 4
2023
Q2 		$29.3M Buy
1,119,358
+42,656
+4% +$1.13M 5.9% 4
2023
Q1 		$28.9M Buy
1,076,702
+26,130
+2% +$688K 5.97% 4
2022
Q4 		$27.2M Buy
1,050,572
+16,558
+2% +$433K 6.02% 4
2022
Q3 		$26.8M Sell
1,034,014
-15,606
-1% -$434K 6.21% 4
2022
Q2 		$29.3M Sell
1,049,620
-203,352
-16% -$5.9M 6.5% 4
2022
Q1 		$38M Sell
1,252,972
-41,114
-3% -$1.26M 7.39% 4
2021
Q4 		$40.7M Buy
1,294,086
+100,856
+8% +$3.18M 7.54% 4
2021
Q3 		$37.3M Buy
1,193,230
+35,004
+3% +$1.1M 7.31% 4
2021
Q2 		$36.2M Buy
1,158,226
+98,374
+9% +$3.05M 7.11% 4
2021
Q1 		$32.4M Buy
1,059,852
+52,484
+5% +$1.62M 7.31% 4
2020
Q4 		$31.3M Buy
1,007,368
+47,642
+5% +$1.46M 7.55% 4
2020
Q3 		$29.6M Buy
959,726
+48,086
+5% +$1.47M 7.71% 4
2020
Q2 		$27.4M Buy
911,640
+633,408
+228% +$18.8M 7.82% 4
2020
Q1 		$8M Buy
278,232
+6,462
+2% +$185K 2.95% 10
2019
Q4 		$7.72M Buy
271,770
+7,678
+3% +$218K 2.52% 13
2019
Q3 		$7.51M Buy
264,092
+14,190
+6% +$402K 2.59% 13
2019
Q2 		$7.04M Buy
249,902
+9,862
+4% +$273K 2.5% 14
2019
Q1 		$6.58M Buy
240,040
+8,856
+4% +$239K 2.38% 14
2018
Q4 		$6.17M Sell
231,184
-33,670
-13% -$896K 2.41% 14
2018
Q3 		$7.07M Buy
264,854
+7,294
+3% +$199K 2.68% 13
2018
Q2 		$7.07M Buy
257,560
+21,698
+9% +$592K 2.7% 13
2018
Q1 		$6.47M Buy
235,862
+33,234
+16% +$909K 2.48% 13
2017
Q4 		$5.62M Buy
202,628
+9,940
+5% +$275K 2.33% 16
2017
Q3 		$5.32M Buy
192,688
+18,880
+11% +$523K 2.3% 16
2017
Q2 		$4.79M Buy
173,808
+3,752
+2% +$104K 2.21% 16
2017
Q1 		$4.72M Buy
170,056
+18,278
+12% +$505K 2.25% 16
2016
Q4 		$4.16M Buy
+151,778
New +$4.23M 2.04% 18

Other funds holding SCHP

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

BlueSky Wealth Advisors's SCHP Position: Q2 2026 in Review

BlueSky Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 7% in Q2 2026, buying an estimated $2.84M and bringing the position to 1,623,663 shares worth $43M. The position accounts for 4.98% of the portfolio, ranked #5.

BlueSky Wealth Advisors first reported a position in SCHP in Q4 2016 and has held it in 38 quarters since. 369 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • BlueSky Wealth Advisors held 1,623,663 shares of Schwab US TIPS ETF worth $43M as of Q2 2026.
  • BlueSky Wealth Advisors bought 106,456 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.84M.
  • Schwab US TIPS ETF made up 4.98% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • BlueSky Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 38 quarters since.
  • 369 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.