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Great Valley Advisor Group’s Schwab US TIPS ETF SCHP Stock Holding History

Great Valley Advisor Group’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
Q1 		– Sell
-7,636
Closed -$202K – 1038
2025
Q4 		$202K Buy
+7,636
New +$205K ﹤0.01% 906
2024
Q2 		– Sell
-9,068
Closed -$237K – 805
2024
Q1 		$237K Buy
9,068
+604
+7% +$15.7K 0.01% 660
2023
Q4 		$221K Sell
8,464
-3,778
-31% -$96.1K 0.01% 652
2023
Q3 		$309K Sell
12,242
-2,186
-15% -$56.3K 0.01% 541
2023
Q2 		$378K Buy
14,428
+874
+6% +$23.2K 0.02% 505
2023
Q1 		$363K Sell
13,554
-460
-3% -$12.1K 0.02% 492
2022
Q4 		$363K Sell
14,014
-410,310
-97% -$10.7M 0.02% 502
2022
Q3 		$11M Buy
424,324
+12,296
+3% +$342K 0.62% 40
2022
Q2 		$11.5M Buy
412,028
+7,650
+2% +$222K 0.63% 38
2022
Q1 		$12.3M Buy
404,378
+8,404
+2% +$258K 0.72% 31
2021
Q4 		$12.5M Buy
395,974
+10,976
+3% +$346K 0.77% 26
2021
Q3 		$12M Buy
384,998
+9,018
+2% +$285K 0.83% 24
2021
Q2 		$11.8M Buy
+375,980
New +$11.7M 0.87% 23

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Great Valley Advisor Group's SCHP Position: Q1 2026 in Review

Great Valley Advisor Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 7,636 shares — an estimated $202K sold.

Great Valley Advisor Group first reported a position in SCHP in Q2 2021 and held it in 13 quarters. The position peaked at $12.5M in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Great Valley Advisor Group reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 7,636 Schwab US TIPS ETF shares in Q1 2026, an estimated $202K.
  • Great Valley Advisor Group first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 13 quarters.
  • Great Valley Advisor Group's Schwab US TIPS ETF position peaked at $12.5M in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.