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

Glass Jacobson 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 		$30K Buy
1,130
+13
+1% +$347 0.01% 382
2026
Q1 		$29.7K Hold
1,117
– – 0.01% 370
2025
Q4 		$29.6K Sell
1,117
-352
-24% -$9.44K 0.01% 369
2025
Q3 		$39.6K Buy
1,469
+383
+35% +$10.3K 0.01% 327
2025
Q2 		$29K Sell
1,086
-637
-37% -$16.9K 0.01% 348
2025
Q1 		$44.5K Hold
1,723
– – 0.01% 385
2024
Q4 		$44.5K Buy
1,723
+9
+0.5% +$237 0.01% 385
2024
Q3 		$46K Buy
1,714
+12
+0.7% +$317 0.02% 368
2024
Q2 		$44.3K Buy
1,702
+10
+0.6% +$259 0.02% 359
2024
Q1 		$44.1K Hold
1,692
– – 0.02% 366
2023
Q4 		$44.1K Sell
1,692
-1,816
-52% -$46.2K 0.02% 343
2023
Q3 		$88.6K Sell
3,508
-130
-4% -$3.35K 0.04% 269
2023
Q2 		$95.4K Buy
+3,638
New +$96.5K 0.04% 263
2022
Q4 		$93.6K Buy
+3,616
New +$94.6K 0.05% 273

Other funds holding SCHP

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Glass Jacobson Investment Advisors's SCHP Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 1.2% in Q2 2026, buying an estimated $347 and bringing the position to 1,130 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #382.

Glass Jacobson Investment Advisors first reported a position in SCHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $95.4K in Q2 2023. 584 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Glass Jacobson Investment Advisors held 1,130 shares of Schwab US TIPS ETF worth $30K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 13 Schwab US TIPS ETF shares in Q2 2026, an estimated $347.
  • Schwab US TIPS ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #382 holding.
  • Glass Jacobson Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Schwab US TIPS ETF position peaked at $95.4K in Q2 2023.
  • 584 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.