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Geometric Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Geometric Wealth 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 		$399K Sell
15,041
-1,770
-11% -$47.2K 0.04% 65
2026
Q1 		$447K Buy
16,811
+2,587
+18% +$69K 0.06% 58
2025
Q4 		$377K Buy
14,224
+5,231
+58% +$140K 0.05% 64
2025
Q3 		$242K Buy
+8,993
New +$241K 0.03% 77

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Geometric Wealth Advisors's SCHP Position: Q2 2026 in Review

Geometric Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 11% in Q2 2026, selling an estimated $47.2K and leaving 15,041 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #65.

Geometric Wealth Advisors first reported a position in SCHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $447K in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Geometric Wealth Advisors held 15,041 shares of Schwab US TIPS ETF worth $399K as of Q2 2026.
  • Geometric Wealth Advisors sold 1,770 Schwab US TIPS ETF shares in Q2 2026, an estimated $47.2K.
  • Schwab US TIPS ETF made up 0.04% of Geometric Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Geometric Wealth Advisors first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • Geometric Wealth Advisors's Schwab US TIPS ETF position peaked at $447K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.