FDx Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.4M | Buy |
542,117
+22,433
| +4% | +$599K | 4.61% | 3 |
|
|
2025
Q4 | $13.8M | Buy |
519,684
+14,276
| +3% | +$383K | 7.02% | 3 |
|
|
2025
Q3 | $13.6M | Buy |
505,408
+3,250
| +0.6% | +$87K | 4.08% | 5 |
|
|
2025
Q2 | $13.4M | Sell |
502,158
-12,807
| -2% | -$339K | 4.09% | 6 |
|
|
2025
Q1 | $13.8M | Sell |
514,965
-70,339
| -12% | -$1.85M | 4.5% | 4 |
|
|
2024
Q4 | $15.1M | Buy |
585,304
+1,574
| +0.3% | +$41.4K | 4.42% | 5 |
|
|
2024
Q3 | $15.7M | Sell |
583,730
-41,794
| -7% | -$1.1M | 4.27% | 6 |
|
|
2024
Q2 | $16.3M | Buy |
625,524
+442,232
| +241% | +$11.4M | 4.5% | 5 |
|
|
2024
Q1 | $4.78M | Sell |
183,292
-11,926
| -6% | -$309K | 0.73% | 37 |
|
|
2023
Q4 | $5.09M | Sell |
195,218
-7,592
| -4% | -$193K | 0.39% | 57 |
|
|
2023
Q3 | $5.12M | Sell |
202,810
-27,580
| -12% | -$711K | 0.42% | 61 |
|
|
2023
Q2 | $6.04M | Buy |
230,390
+3,592
| +2% | +$95.2K | 0.33% | 79 |
|
|
2023
Q1 | $5.87M | Hold |
226,798
| – | – | 0.26% | 94 |
|
|
2022
Q4 | $5.87M | Sell |
226,798
-8,464
| -4% | -$221K | 0.26% | 94 |
|
|
2022
Q3 | $6.09M | Sell |
235,262
-25,276
| -10% | -$703K | 0.27% | 84 |
|
|
2022
Q2 | $7.27M | Sell |
260,538
-11,798
| -4% | -$342K | 0.27% | 80 |
|
|
2022
Q1 | $8.27M | Sell |
272,336
-15,630
| -5% | -$479K | 0.28% | 74 |
|
|
2021
Q4 | $9.05M | Sell |
287,966
-39,172
| -12% | -$1.23M | 0.25% | 86 |
|
|
2021
Q3 | $10.2M | Sell |
327,138
-684
| -0.2% | -$21.6K | 0.33% | 64 |
|
|
2021
Q2 | $10.2M | Sell |
327,822
-13,792
| -4% | -$428K | 0.34% | 61 |
|
|
2021
Q1 | $10.4M | Buy |
+341,614
| New | +$10.5M | 0.39% | 57 |
|
|
2019
Q3 | – | Sell |
-7,196
| Closed | -$203K | – | 768 |
|
|
2019
Q2 | $203K | Sell |
7,196
-13,644
| -65% | -$378K | 0.01% | 770 |
|
|
2019
Q1 | $573K | Buy |
20,840
+8,270
| +66% | +$223K | 0.02% | 438 |
|
|
2018
Q4 | $335K | Sell |
12,570
-11,750
| -48% | -$313K | 0.03% | 390 |
|
|
2018
Q3 | $656K | Sell |
24,320
-111,154
| -82% | -$3.03M | 0.02% | 444 |
|
|
2018
Q2 | $3.72M | Sell |
135,474
-7,610
| -5% | -$208K | 0.13% | 116 |
|
|
2018
Q1 | $3.93M | Buy |
143,084
+9,624
| +7% | +$263K | 0.12% | 138 |
|
|
2017
Q4 | $3.7M | Buy |
133,460
+626
| +0.5% | +$17.3K | 0.1% | 170 |
|
|
2017
Q3 | $3.67M | Sell |
132,834
-6,754
| -5% | -$187K | 0.1% | 163 |
|
|
2017
Q2 | $3.84M | Buy |
139,588
+7,708
| +6% | +$214K | 0.11% | 152 |
|
|
2017
Q1 | $3.66M | Buy |
131,880
+17,782
| +16% | +$491K | 0.11% | 171 |
|
|
2016
Q4 | $3.13M | Buy |
+114,098
| New | +$3.18M | 0.09% | 206 |
|
Other funds holding SCHP
MERSOM
QCM
EW
FDx Advisors's SCHP Position: Q1 2026 in Review
FDx Advisors increased its Schwab US TIPS ETF (SCHP) stake by 4.3% in Q1 2026, buying an estimated $599K and bringing the position to 542,117 shares worth $14.4M. The position accounts for 4.61% of the portfolio, ranked #3.
FDx Advisors first reported a position in SCHP in Q4 2016 and has held it in 32 quarters since. The position peaked at $16.3M in Q2 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.
- FDx Advisors held 542,117 shares of Schwab US TIPS ETF worth $14.4M as of Q1 2026.
- FDx Advisors bought 22,433 Schwab US TIPS ETF shares in Q1 2026, an estimated $599K.
- Schwab US TIPS ETF made up 4.61% of FDx Advisors's portfolio in Q1 2026, its #3 holding.
- FDx Advisors first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 32 quarters since.
- FDx Advisors's Schwab US TIPS ETF position peaked at $16.3M in Q2 2024.
- 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.
Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.