Global Assets Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Global Assets Advisory’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	$319K	Buy	+12,130	New	+$324K	0.07%	251
2026 Q1	–	Sell	-12,130	Closed	-$321K	–	549
2025 Q4	$321K	Hold	12,130	–	–	0.09%	207
2025 Q3	$327K	Hold	12,130	–	–	0.1%	197
2025 Q2	$322K	Sell	12,130 -21,188	-64%	-$561K	0.13%	154
2025 Q1	$886K	Buy	33,318 +22,212	+200%	+$584K	0.17%	119
2024 Q4	$287K	Buy	+11,106	New	+$292K	0.16%	123

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

Global Assets Advisory's SCHP Position: Q2 2026 in Review

Global Assets Advisory opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 12,130 shares worth $319K. The stake represents 0.07% of the portfolio and ranks #251 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in SCHP as recently as Q4 2025.

Global Assets Advisory first reported a position in SCHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $886K in Q1 2025. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Global Assets Advisory held 12,130 shares of Schwab US TIPS ETF worth $319K as of Q2 2026.
Schwab US TIPS ETF was a new Global Assets Advisory position in Q2 2026.
Schwab US TIPS ETF made up 0.07% of Global Assets Advisory's portfolio in Q2 2026, its #251 holding.
Global Assets Advisory first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
Global Assets Advisory's Schwab US TIPS ETF position peaked at $886K in Q1 2025.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.