Guardian Wealth Advisors (North Carolina)’s Schwab US TIPS ETF SCHP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$229K	Buy	8,640 +2,256	+35%	+$60.2K	0.01%	356
2026 Q1	$170K	Buy	+6,384	New	+$170K	0.01%	362
2025 Q3	–	Sell	-3,015	Closed	-$80.4K	–	508
2025 Q2	$80.4K	Buy	3,015 +2,869	+1,965%	+$75.9K	0.01%	377
2025 Q1	$3.93K	Buy	146 +8	+6%	+$210	﹤0.01%	490
2024 Q4	$3.56K	Buy	+138	New	+$3.63K	﹤0.01%	475
2022 Q1	–	Sell	-396	Closed	-$12K	–	279
2021 Q4	$12K	Buy	+396	New	+$12.5K	0.01%	198

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

Guardian Wealth Advisors (North Carolina)'s SCHP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Schwab US TIPS ETF (SCHP) stake by 35% in Q2 2026, buying an estimated $60.2K and bringing the position to 8,640 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #356.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHP in Q4 2021 and has held it in 6 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 8,640 shares of Schwab US TIPS ETF worth $229K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 2,256 Schwab US TIPS ETF shares in Q2 2026, an estimated $60.2K.
Schwab US TIPS ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #356 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 6 quarters since.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.