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Claro Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Claro 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 		$213K Sell
8,040
-46
-0.6% -$1.23K 0.02% 508
2026
Q1 		$215K Buy
+8,086
New +$216K 0.03% 469
2024
Q3 		– Sell
-39,520
Closed -$1.03M – 527
2024
Q2 		$1.03M Buy
39,520
+17,018
+76% +$440K 0.16% 120
2024
Q1 		$587K Buy
+22,502
New +$584K 0.1% 211

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

Claro Advisors's SCHP Position: Q2 2026 in Review

Claro Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 0.57% in Q2 2026, selling an estimated $1.23K and leaving 8,040 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #508.

Claro Advisors first reported a position in SCHP in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.03M in Q2 2024. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Claro Advisors held 8,040 shares of Schwab US TIPS ETF worth $213K as of Q2 2026.
  • Claro Advisors sold 46 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.23K.
  • Schwab US TIPS ETF made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #508 holding.
  • Claro Advisors first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 4 quarters since.
  • Claro Advisors's Schwab US TIPS ETF position peaked at $1.03M in Q2 2024.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.