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

Fortis 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
Q1 		$12.4M Buy
464,199
+249,522
+116% +$6.66M 6.19% 1
2025
Q4 		$5.69M Sell
214,677
-606
-0.3% -$16.3K 3.08% 10
2025
Q3 		$5.8M Buy
215,283
+26,794
+14% +$717K 3.26% 8
2025
Q2 		$5.03M Sell
188,489
-929
-0.5% -$24.6K 3.22% 10
2025
Q1 		$5.09M Sell
189,418
-22,493
-11% -$591K 3.32% 7
2024
Q4 		$5.47M Buy
211,911
+7,165
+3% +$188K 3.59% 6
2024
Q3 		$5.49M Buy
+204,746
New +$5.41M 3.56% 7
2023
Q1 		– Sell
-594
Closed -$15.4K – 280
2022
Q4 		$15.4K Sell
594
-1,302
-69% -$34.1K 0.01% 191
2022
Q3 		$49K Buy
1,896
+38
+2% +$1.06K 0.04% 160
2022
Q2 		$52K Buy
1,858
+896
+93% +$26K 0.03% 166
2022
Q1 		$29K Sell
962
-790
-45% -$24.2K 0.02% 202
2021
Q4 		$55K Buy
1,752
+1,118
+176% +$35.2K 0.03% 165
2021
Q3 		$20K Buy
+634
New +$20K 0.01% 204
2019
Q4 		– Sell
-1,332
Closed -$38K – 326
2019
Q3 		$38K Sell
1,332
-206
-13% -$5.84K 0.02% 221
2019
Q2 		$43K Buy
+1,538
New +$42.6K 0.02% 246

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fortis Advisors's SCHP Position: Q1 2026 in Review

Fortis Advisors increased its Schwab US TIPS ETF (SCHP) stake by 116% in Q1 2026, buying an estimated $6.66M and bringing the position to 464,199 shares worth $12.4M. The position accounts for 6.19% of the portfolio, ranked #1.

Fortis Advisors first reported a position in SCHP in Q2 2019 and has held it in 15 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Fortis Advisors held 464,199 shares of Schwab US TIPS ETF worth $12.4M as of Q1 2026.
  • Fortis Advisors bought 249,522 Schwab US TIPS ETF shares in Q1 2026, an estimated $6.66M.
  • Schwab US TIPS ETF made up 6.19% of Fortis Advisors's portfolio in Q1 2026, its #1 holding.
  • Fortis Advisors first reported a position in Schwab US TIPS ETF in Q2 2019 and has held it in 15 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.