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

Foundations 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	$809K	Buy	+30,542	New	+$815K	0.01%	632
2025 Q4	–	Sell	-8,177	Closed	-$220K	–	1179
2025 Q3	$220K	Sell	8,177 -517	-6%	-$13.8K	﹤0.01%	967
2025 Q2	$232K	Buy	+8,694	New	+$230K	﹤0.01%	831
2021 Q2	–	Sell	-7,214	Closed	-$220K	–	306
2021 Q1	$220K	Buy	+7,214	New	+$222K	0.01%	205

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Foundations Investment Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 30,542 shares worth $809K. The stake represents 0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in SCHP as recently as Q3 2025.

Foundations Investment Advisors first reported a position in SCHP in Q1 2021 and has held it in 4 quarters since. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Foundations Investment Advisors held 30,542 shares of Schwab US TIPS ETF worth $809K as of Q2 2026.
Schwab US TIPS ETF was a new Foundations Investment Advisors position in Q2 2026.
Schwab US TIPS ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #632 holding.
Foundations Investment Advisors first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 4 quarters since.
790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.