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FC Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

FC Advisory’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 		$9.01M Buy
339,902
+8,964
+3% +$239K 2.39% 12
2026
Q1 		$8.81M Buy
330,938
+7,683
+2% +$205K 2.57% 12
2025
Q4 		$8.56M Buy
323,255
+11,087
+4% +$297K 2.46% 12
2025
Q3 		$8.41M Buy
312,168
+2,603
+0.8% +$69.7K 2.46% 12
2025
Q2 		$8.26M Buy
309,565
+890
+0.3% +$23.5K 2.55% 12
2025
Q1 		$8.3M Buy
308,675
+12,167
+4% +$320K 2.81% 12
2024
Q4 		$7.66M Buy
296,508
+12,634
+4% +$332K 2.57% 13
2024
Q3 		$7.61M Buy
283,874
+19,662
+7% +$519K 2.56% 13
2024
Q2 		$6.87M Buy
264,212
+2,850
+1% +$73.7K 2.52% 13
2024
Q1 		$6.82M Buy
261,362
+10,702
+4% +$278K 2.51% 13
2023
Q4 		$6.54M Sell
250,660
-82
-0% -$2.09K 2.53% 13
2023
Q3 		$6.33M Buy
250,742
+1,372
+0.6% +$35.4K 2.66% 13
2023
Q2 		$6.54M Buy
249,370
+11,302
+5% +$300K 2.68% 13
2023
Q1 		$6.38M Sell
238,068
-1,588
-0.7% -$41.8K 2.82% 13
2022
Q4 		$6.21M Sell
239,656
-7,234
-3% -$189K 2.93% 13
2022
Q3 		$6.39M Sell
246,890
-28,064
-10% -$780K 3.24% 12
2022
Q2 		$7.67M Buy
274,954
+10,436
+4% +$303K 3.67% 10
2022
Q1 		$8.03M Sell
264,518
-1,050
-0.4% -$32.2K 3.48% 11
2021
Q4 		$8.35M Buy
265,568
+7,746
+3% +$244K 3.49% 12
2021
Q3 		$8.07M Buy
257,822
+21,982
+9% +$694K 3.6% 11
2021
Q2 		$7.37M Buy
235,840
+13,036
+6% +$404K 3.27% 11
2021
Q1 		$6.81M Buy
222,804
+148,706
+201% +$4.58M 3.32% 10
2020
Q4 		$2.3M Buy
74,098
+4,404
+6% +$135K 1.15% 19
2020
Q3 		$2.15M Sell
69,694
-188
-0.3% -$5.76K 1.21% 19
2020
Q2 		$2.1M Sell
69,882
-542
-0.8% -$16.1K 1.25% 19
2020
Q1 		$2.02M Sell
70,424
-6,978
-9% -$200K 1.4% 18
2019
Q4 		$2.21M Buy
77,402
+616
+0.8% +$17.5K 1.28% 18
2019
Q3 		$2.17M Buy
76,786
+208
+0.3% +$5.89K 1.32% 18
2019
Q2 		$2.14M Buy
76,578
+56
+0.1% +$1.55K 1.33% 18
2019
Q1 		$2.1M Sell
76,522
-856
-1% -$23.1K 1.34% 18
2018
Q4 		$2.06M Buy
77,378
+120
+0.2% +$3.19K 1.42% 18
2018
Q3 		$2.08M Sell
77,258
-2,660
-3% -$72.4K 1.3% 18
2018
Q2 		$2.19M Buy
79,918
+3,036
+4% +$82.8K 1.43% 18
2018
Q1 		$2.11M Buy
76,882
+6,472
+9% +$177K 1.38% 18
2017
Q4 		$1.95M Sell
70,410
-1,946
-3% -$53.8K 1.27% 18
2017
Q3 		$2M Buy
72,356
+5,996
+9% +$166K 1.35% 18
2017
Q2 		$1.83M Buy
+66,360
New +$1.84M 1.26% 19

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FC Advisory's SCHP Position: Q2 2026 in Review

FC Advisory increased its Schwab US TIPS ETF (SCHP) stake by 2.7% in Q2 2026, buying an estimated $239K and bringing the position to 339,902 shares worth $9.01M. The position accounts for 2.39% of the portfolio, ranked #12.

FC Advisory first reported a position in SCHP in Q2 2017 and has held it in 37 quarters since. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • FC Advisory held 339,902 shares of Schwab US TIPS ETF worth $9.01M as of Q2 2026.
  • FC Advisory bought 8,964 Schwab US TIPS ETF shares in Q2 2026, an estimated $239K.
  • Schwab US TIPS ETF made up 2.39% of FC Advisory's portfolio in Q2 2026, its #12 holding.
  • FC Advisory first reported a position in Schwab US TIPS ETF in Q2 2017 and has held it in 37 quarters since.
  • 127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.