Grey Fox Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Grey Fox Wealth 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	$5.5M	Buy	207,460 +9,960	+5%	+$266K	0.86%	22
2026 Q1	$5.26M	Sell	197,500 -4,524	-2%	-$121K	1.01%	17
2025 Q4	$5.35M	Buy	202,024 +10,884	+6%	+$292K	1.1%	18
2025 Q3	$5.15M	Buy	191,140 +11,945	+7%	+$320K	1.05%	19
2025 Q2	$4.78M	Buy	179,195 +12,804	+8%	+$339K	1.14%	18
2025 Q1	$4.47M	Buy	166,391 +9,470	+6%	+$249K	1.19%	16
2024 Q4	$4.05M	Buy	156,921 +8,381	+6%	+$220K	1.11%	14
2024 Q3	$3.98M	Buy	148,540 +36,882	+33%	+$974K	1.11%	15
2024 Q2	$2.9M	Buy	111,658 +10,506	+10%	+$272K	1.02%	20
2024 Q1	$2.64M	Buy	101,152 +1,388	+1%	+$36K	0.99%	20
2023 Q4	$2.6M	Buy	99,764 +10,126	+11%	+$258K	1.13%	19
2023 Q3	$2.26M	Sell	89,638 -33,766	-27%	-$870K	1.13%	22
2023 Q2	$3.24M	Buy	123,404 +10,974	+10%	+$291K	1.67%	17
2023 Q1	$3.01M	Sell	112,430 -42	-0%	-$1.1K	1.78%	15
2022 Q4	$2.91M	Buy	+112,472	New	+$2.94M	1.92%	15

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

Grey Fox Wealth Advisors's SCHP Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 5% in Q2 2026, buying an estimated $266K and bringing the position to 207,460 shares worth $5.5M. The position accounts for 0.86% of the portfolio, ranked #22.

Grey Fox Wealth Advisors first reported a position in SCHP in Q4 2022 and has held it in 15 quarters since. 149 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Grey Fox Wealth Advisors held 207,460 shares of Schwab US TIPS ETF worth $5.5M as of Q2 2026.
Grey Fox Wealth Advisors bought 9,960 Schwab US TIPS ETF shares in Q2 2026, an estimated $266K.
Schwab US TIPS ETF made up 0.86% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Grey Fox Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 15 quarters since.
149 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.