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

IVC 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 		$337K Buy
12,720
+853
+7% +$22.8K 0.13% 131
2026
Q1 		$316K Sell
11,867
-20
-0.2% -$534 0.14% 123
2025
Q4 		$315K Buy
11,887
+834
+8% +$22.4K 0.14% 125
2025
Q3 		$298K Buy
+11,053
New +$296K 0.13% 130
2025
Q2 		– Sell
-7,443
Closed -$200K – 178
2025
Q1 		$200K Buy
+7,443
New +$196K 0.11% 159
2024
Q3 		– Sell
-7,780
Closed -$202K – 170
2024
Q2 		$202K Sell
7,780
-418
-5% -$10.8K 0.11% 159
2024
Q1 		$214K Buy
8,198
+76
+0.9% +$1.97K 0.12% 153
2023
Q4 		$212K Buy
+8,122
New +$207K 0.13% 146
2023
Q3 		– Sell
-8,102
Closed -$212K – 162
2023
Q2 		$212K Buy
+8,102
New +$215K 0.13% 139
2022
Q4 		– Sell
-9,316
Closed -$241K – 158
2022
Q3 		$241K Buy
+9,316
New +$259K 0.19% 118
2022
Q2 		– Sell
-8,446
Closed -$256K – 147
2022
Q1 		$256K Buy
+8,446
New +$259K 0.17% 125

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
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

IVC Wealth Advisors's SCHP Position: Q2 2026 in Review

IVC Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 7.2% in Q2 2026, buying an estimated $22.8K and bringing the position to 12,720 shares worth $337K. The position accounts for 0.13% of the portfolio, ranked #131.

IVC Wealth Advisors first reported a position in SCHP in Q1 2022 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • IVC Wealth Advisors held 12,720 shares of Schwab US TIPS ETF worth $337K as of Q2 2026.
  • IVC Wealth Advisors bought 853 Schwab US TIPS ETF shares in Q2 2026, an estimated $22.8K.
  • Schwab US TIPS ETF made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • IVC Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 11 quarters since.
  • 127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.