IAA
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Independent Advisor Alliance’s Schwab US TIPS ETF SCHP Stock Holding History

Independent Advisor Alliance’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 		$1.22M Sell
45,977
-8,407
-15% -$224K 0.03% 407
2026
Q1 		$1.45M Buy
54,384
+18,281
+51% +$488K 0.02% 661
2025
Q4 		$956K Buy
36,103
+21,572
+148% +$579K 0.02% 482
2025
Q3 		$392K Buy
+14,531
New +$389K 0.01% 692
2025
Q1 		– Sell
-14,568
Closed -$376K – 1266
2024
Q4 		$376K Buy
+14,568
New +$383K 0.01% 1046
2024
Q2 		– Sell
-12,310
Closed -$321K – 743
2024
Q1 		$321K Sell
12,310
-688
-5% -$17.8K 0.01% 553
2023
Q4 		$339K Buy
12,998
+86
+0.7% +$2.19K 0.01% 519
2023
Q3 		$326K Sell
12,912
-1,132
-8% -$29.2K 0.01% 500
2023
Q2 		$368K Sell
14,044
-19,398
-58% -$514K 0.02% 486
2023
Q1 		$896K Sell
33,442
-3,182
-9% -$83.7K 0.04% 302
2022
Q4 		$948K Buy
36,624
+1,076
+3% +$28.1K 0.33% 46
2022
Q3 		$921K Buy
+35,548
New +$988K 0.05% 272
2020
Q2 		– Sell
-7,462
Closed -$215K – 533
2020
Q1 		$215K Buy
+7,462
New +$214K 0.03% 348
2019
Q1 		– Sell
-10,198
Closed -$275K – 467
2018
Q4 		$275K Buy
+10,198
New +$271K 0.05% 305

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Independent Advisor Alliance's SCHP Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Schwab US TIPS ETF (SCHP) stake by 15% in Q2 2026, selling an estimated $224K and leaving 45,977 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #407.

Independent Advisor Alliance first reported a position in SCHP in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.45M in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Independent Advisor Alliance held 45,977 shares of Schwab US TIPS ETF worth $1.22M as of Q2 2026.
  • Independent Advisor Alliance sold 8,407 Schwab US TIPS ETF shares in Q2 2026, an estimated $224K.
  • Schwab US TIPS ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #407 holding.
  • Independent Advisor Alliance first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 14 quarters since.
  • Independent Advisor Alliance's Schwab US TIPS ETF position peaked at $1.45M in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.