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Concurrent Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Concurrent Investment 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 		$475K Buy
17,937
+1,068
+6% +$28.5K ﹤0.01% 1435
2026
Q1 		$449K Sell
16,869
-759
-4% -$20.3K ﹤0.01% 1272
2025
Q4 		$467K Sell
17,628
-2,339
-12% -$62.7K 0.01% 1176
2025
Q3 		$538K Sell
19,967
-1,000
-5% -$26.8K 0.01% 889
2025
Q2 		$559K Buy
+20,967
New +$555K 0.01% 809

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

Concurrent Investment Advisors's SCHP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 6.3% in Q2 2026, buying an estimated $28.5K and bringing the position to 17,937 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Concurrent Investment Advisors first reported a position in SCHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $559K in Q2 2025. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Concurrent Investment Advisors held 17,937 shares of Schwab US TIPS ETF worth $475K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,068 Schwab US TIPS ETF shares in Q2 2026, an estimated $28.5K.
  • Schwab US TIPS ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1435 holding.
  • Concurrent Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Schwab US TIPS ETF position peaked at $559K in Q2 2025.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.