CCWA
SCHP icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

CLA (CliftonLarsonAllen) 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 		$5.71M Sell
215,543
-4,904
-2% -$131K 0.08% 97
2026
Q1 		$5.87M Buy
220,447
+6,554
+3% +$175K 0.09% 88
2025
Q4 		$5.67M Sell
213,893
-10,073
-4% -$270K 0.09% 82
2025
Q3 		$6.04M Sell
223,966
-1,822
-0.8% -$48.8K 0.1% 79
2025
Q2 		$6.02M Sell
225,788
-9,876
-4% -$261K 0.1% 78
2025
Q1 		$6.34M Buy
235,664
+1,805
+0.8% +$47.5K 0.12% 73
2024
Q4 		$6.04M Buy
233,859
+7,521
+3% +$198K 0.12% 64
2024
Q3 		$6.07M Buy
226,338
+1,412
+0.6% +$37.3K 0.14% 64
2024
Q2 		$5.85M Buy
224,926
+908
+0.4% +$23.5K 0.13% 62
2024
Q1 		$5.84M Buy
224,018
+2,658
+1% +$69K 0.13% 59
2023
Q4 		$5.78M Buy
221,360
+706
+0.3% +$18K 0.14% 64
2023
Q3 		$5.57M Buy
220,654
+13,760
+7% +$355K 0.16% 59
2023
Q2 		$5.42M Sell
206,894
-7,716
-4% -$205K 0.15% 60
2023
Q1 		$5.75M Sell
214,610
-17,918
-8% -$472K 0.17% 59
2022
Q4 		$6.02M Sell
232,528
-4,850
-2% -$127K 0.22% 58
2022
Q3 		$6.15M Sell
237,378
-37,958
-14% -$1.06M 0.76% 23
2022
Q2 		$7.68M Buy
275,336
+23,650
+9% +$686K 0.32% 44
2022
Q1 		$7.64M Buy
+251,686
New +$7.72M 0.27% 54

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

CLA (CliftonLarsonAllen) Wealth Advisors's SCHP Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 2.2% in Q2 2026, selling an estimated $131K and leaving 215,543 shares worth $5.71M. The position accounts for 0.08% of the portfolio, ranked #97.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHP in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.68M in Q2 2022. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 215,543 shares of Schwab US TIPS ETF worth $5.71M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 4,904 Schwab US TIPS ETF shares in Q2 2026, an estimated $131K.
  • Schwab US TIPS ETF made up 0.08% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 18 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab US TIPS ETF position peaked at $7.68M in Q2 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.