Gradient Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Gradient Capital 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	$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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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. 161 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.
161 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.