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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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Foundations Investment Advisors's SCHP Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 8,177 shares — an estimated $220K sold.

Foundations Investment Advisors first reported a position in SCHP in Q1 2021 and held it in 3 quarters. The position peaked at $232K in Q2 2025. 712 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 8,177 Schwab US TIPS ETF shares in Q4 2025, an estimated $220K.
  • Foundations Investment Advisors first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 3 quarters.
  • Foundations Investment Advisors's Schwab US TIPS ETF position peaked at $232K in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.