Gradient Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $549K | Buy |
20,727
+24
| +0.1% | +$640 | 0.13% | 103 |
|
|
2026
Q1 | $551K | Hold |
20,703
| – | – | 0.14% | 97 |
|
|
2025
Q4 | $548K | Sell |
20,703
-115
| -0.6% | -$3.08K | 0.14% | 100 |
|
|
2025
Q3 | $561K | Sell |
20,818
-1,475
| -7% | -$39.5K | 0.15% | 96 |
|
|
2025
Q2 | $595K | Hold |
22,293
| – | – | 0.18% | 92 |
|
|
2025
Q1 | $599K | Sell |
22,293
-151
| -0.7% | -$3.97K | 0.2% | 85 |
|
|
2024
Q4 | $580K | Hold |
22,444
| – | – | 0.19% | 85 |
|
|
2024
Q3 | $602K | Hold |
22,444
| – | – | 0.2% | 82 |
|
|
2024
Q2 | $584K | Buy |
22,444
+30
| +0.1% | +$776 | 0.21% | 83 |
|
|
2024
Q1 | $585K | Sell |
22,414
-388
| -2% | -$10.1K | 0.21% | 84 |
|
|
2023
Q4 | $595K | Buy |
22,802
+350
| +2% | +$8.9K | 0.23% | 80 |
|
|
2023
Q3 | $567K | Sell |
22,452
-922
| -4% | -$23.8K | 0.24% | 77 |
|
|
2023
Q2 | $613K | Hold |
23,374
| – | – | 0.25% | 75 |
|
|
2023
Q1 | $627K | Sell |
23,374
-132
| -0.6% | -$3.47K | 0.27% | 73 |
|
|
2022
Q4 | $609K | Sell |
23,506
-30
| -0.1% | -$785 | 0.28% | 73 |
|
|
2022
Q3 | $610K | Sell |
23,536
-532
| -2% | -$14.8K | 0.29% | 72 |
|
|
2022
Q2 | $671K | Hold |
24,068
| – | – | 0.32% | 66 |
|
|
2022
Q1 | $731K | Buy |
24,068
+328
| +1% | +$10.1K | 0.31% | 68 |
|
|
2021
Q4 | $747K | Hold |
23,740
| – | – | 0.31% | 68 |
|
|
2021
Q3 | $743K | Buy |
23,740
+2,162
| +10% | +$68.2K | 0.34% | 63 |
|
|
2021
Q2 | $674K | Sell |
21,578
-64
| -0.3% | -$1.98K | 0.32% | 68 |
|
|
2021
Q1 | $662K | Hold |
21,642
| – | – | 0.35% | 63 |
|
|
2020
Q4 | $672K | Hold |
21,642
| – | – | 0.38% | 58 |
|
|
2020
Q3 | $667K | Buy |
21,642
+1,994
| +10% | +$61.1K | 0.42% | 55 |
|
|
2020
Q2 | $590K | Buy |
19,648
+176
| +0.9% | +$5.21K | 0.4% | 54 |
|
|
2020
Q1 | $560K | Sell |
19,472
-34
| -0.2% | -$973 | 0.45% | 49 |
|
|
2019
Q4 | $552K | Hold |
19,506
| – | – | 0.38% | 57 |
|
|
2019
Q3 | $554K | Hold |
19,506
| – | – | 0.41% | 54 |
|
|
2019
Q2 | $549K | Hold |
19,506
| – | – | 0.42% | 51 |
|
|
2019
Q1 | $536K | Hold |
19,506
| – | – | 0.43% | 52 |
|
|
2018
Q4 | $519K | Hold |
19,506
| – | – | 0.45% | 48 |
|
|
2018
Q3 | $526K | Hold |
19,506
| – | – | 0.44% | 51 |
|
|
2018
Q2 | $536K | Hold |
19,506
| – | – | 0.5% | 42 |
|
|
2018
Q1 | $535K | Hold |
19,506
| – | – | 0.53% | 39 |
|
|
2017
Q4 | $541K | Buy |
+19,506
| New | +$539K | 0.55% | 39 |
|
Other funds holding SCHP
MERSOM
MCM
LNC
Gradient Capital Advisors's SCHP Position: Q2 2026 in Review
Gradient Capital Advisors increased its Schwab US TIPS ETF (SCHP) stake by 0.12% in Q2 2026, buying an estimated $640 and bringing the position to 20,727 shares worth $549K. The position accounts for 0.13% of the portfolio, ranked #103.
Gradient Capital Advisors first reported a position in SCHP in Q4 2017 and has held it in 35 quarters since. The position peaked at $747K in Q4 2021. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.
- Gradient Capital Advisors held 20,727 shares of Schwab US TIPS ETF worth $549K as of Q2 2026.
- Gradient Capital Advisors bought 24 Schwab US TIPS ETF shares in Q2 2026, an estimated $640.
- Schwab US TIPS ETF made up 0.13% of Gradient Capital Advisors's portfolio in Q2 2026, its #103 holding.
- Gradient Capital Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 35 quarters since.
- Gradient Capital Advisors's Schwab US TIPS ETF position peaked at $747K in Q4 2021.
- 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.