IMA Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

IMA Advisory Services’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	$163K	Buy	+6,157	New	+$164K	0.01%	350
2023 Q4	–	Sell	-1,156	Closed	-$29.2K	–	230
2023 Q3	$29.2K	Buy	1,156 +16	+1%	+$412	0.01%	199
2023 Q2	$29.9K	Sell	1,140 -6,892	-86%	-$183K	0.01%	207
2023 Q1	$215K	Buy	8,032 +376	+5%	+$9.89K	0.06%	131
2022 Q4	$198K	Sell	7,656 -726	-9%	-$19K	0.05%	135
2022 Q3	$217K	Sell	8,382 -192	-2%	-$5.34K	0.06%	130
2022 Q2	$239K	Buy	8,574 +574	+7%	+$16.7K	0.06%	134
2022 Q1	$243K	Buy	8,000 +1,844	+30%	+$56.6K	0.06%	113
2021 Q4	$194K	Sell	6,156 -400	-6%	-$12.6K	0.04%	129
2021 Q3	$205K	Sell	6,556 -108	-2%	-$3.41K	0.05%	123
2021 Q2	$208K	Buy	6,664 +554	+9%	+$17.2K	0.05%	124
2021 Q1	$187K	Buy	6,110 +38	+0.6%	+$1.17K	0.05%	121
2020 Q4	$188K	Buy	6,072 +16	+0.3%	+$491	0.05%	111
2020 Q3	$187K	Buy	6,056 +618	+11%	+$18.9K	0.06%	116
2020 Q2	$163K	Buy	5,438 +1,450	+36%	+$43K	0.06%	117
2020 Q1	$115K	Sell	3,988 -1,494	-27%	-$42.8K	0.05%	119
2019 Q4	$155K	Sell	5,482 -190	-3%	-$5.38K	0.06%	112
2019 Q3	$161K	Buy	5,672 +202	+4%	+$5.72K	0.06%	113
2019 Q2	$154K	Buy	5,470 +334	+7%	+$9.25K	0.06%	114
2019 Q1	$141K	Buy	5,136 +3,252	+173%	+$87.8K	0.05%	117
2018 Q4	$50K	Sell	1,884 -22	-1%	-$585	0.02%	156
2018 Q3	$51K	Buy	1,906 +220	+13%	+$5.99K	0.02%	158
2018 Q2	$46K	Buy	+1,686	New	+$46K	0.02%	172

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

IMA Advisory Services's SCHP Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 6,157 shares worth $163K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in SCHP as recently as Q3 2023.

IMA Advisory Services first reported a position in SCHP in Q2 2018 and has held it in 23 quarters since. The position peaked at $243K in Q1 2022. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

IMA Advisory Services held 6,157 shares of Schwab US TIPS ETF worth $163K as of Q2 2026.
Schwab US TIPS ETF was a new IMA Advisory Services position in Q2 2026.
Schwab US TIPS ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #350 holding.
IMA Advisory Services first reported a position in Schwab US TIPS ETF in Q2 2018 and has held it in 23 quarters since.
IMA Advisory Services's Schwab US TIPS ETF position peaked at $243K in Q1 2022.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.