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

Clearstead 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 		$5.83K Sell
220
-76
-26% -$2.03K ﹤0.01% 2147
2026
Q1 		$7.88K Hold
296
– – ﹤0.01% 1652
2025
Q4 		$7.84K Sell
296
-101,012
-100% -$2.71M ﹤0.01% 1935
2025
Q3 		$2.73M Buy
101,308
+101,012
+34,126% +$2.7M 0.04% 274
2025
Q2 		$7.9K Hold
296
– – ﹤0.01% 1965
2025
Q1 		$7.96K Hold
296
– – ﹤0.01% 1670
2024
Q4 		$7.65K Hold
296
– – ﹤0.01% 1641
2024
Q3 		$7.94K Buy
296
+2
+0.7% +$53 ﹤0.01% 1631
2024
Q2 		$7.65K Buy
294
+158
+116% +$4.08K ﹤0.01% 1599
2024
Q1 		$3.51K Sell
136
-6,312
-98% -$164K ﹤0.01% 1229
2023
Q4 		$168K Buy
6,448
+3,524
+121% +$89.6K 0.01% 483
2023
Q3 		$73.8K Buy
2,924
+2,462
+533% +$63.5K ﹤0.01% 806
2023
Q2 		$12.1K Hold
462
– – ﹤0.01% 961
2023
Q1 		$12.4K Sell
462
-276
-37% -$7.26K ﹤0.01% 921
2022
Q4 		$19.1K Hold
738
– – ﹤0.01% 806
2022
Q3 		$19K Buy
738
+574
+350% +$16K ﹤0.01% 785
2022
Q2 		$5K Sell
164
-250
-60% -$7.25K ﹤0.01% 1008
2022
Q1 		$13K Buy
414
+80
+24% +$2.45K ﹤0.01% 953
2021
Q4 		$11K Hold
334
– – ﹤0.01% 925
2021
Q3 		$10K Hold
334
– – ﹤0.01% 950
2021
Q2 		$10K Hold
334
– – ﹤0.01% 804
2021
Q1 		$10K Buy
334
+82
+33% +$2.53K ﹤0.01% 786
2020
Q4 		$8K Hold
252
– – ﹤0.01% 755
2020
Q3 		$8K Hold
252
– – ﹤0.01% 700
2020
Q2 		$8K Buy
+252
New +$7.46K ﹤0.01% 624
2019
Q1 		– Sell
-37,444
Closed -$997K – 262
2018
Q4 		$997K Buy
+37,444
New +$996K 0.16% 110

Other funds holding SCHP

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's SCHP Position: Q2 2026 in Review

Clearstead Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 26% in Q2 2026, selling an estimated $2.03K and leaving 220 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Clearstead Advisors first reported a position in SCHP in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.73M in Q3 2025. 539 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Clearstead Advisors held 220 shares of Schwab US TIPS ETF worth $5.83K as of Q2 2026.
  • Clearstead Advisors sold 76 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.03K.
  • Schwab US TIPS ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2147 holding.
  • Clearstead Advisors first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 26 quarters since.
  • Clearstead Advisors's Schwab US TIPS ETF position peaked at $2.73M in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.