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Joseph P. Lucia & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Joseph P. Lucia & Associates’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 		$688K Sell
25,974
-2,108
-8% -$56.2K 0.21% 90
2026
Q1 		$747K Sell
28,082
-2,073
-7% -$55.3K 0.27% 82
2025
Q4 		$799K Sell
30,155
-8,104
-21% -$217K 0.29% 75
2025
Q3 		$1.03M Sell
38,259
-399
-1% -$10.7K 0.39% 70
2025
Q2 		$1.03M Sell
38,658
-1,747
-4% -$46.2K 0.42% 70
2025
Q1 		$1.09M Sell
40,405
-4,043
-9% -$106K 0.5% 58
2024
Q4 		$1.15M Sell
44,448
-13,694
-24% -$360K 0.51% 53
2024
Q3 		$1.56M Sell
58,142
-20,586
-26% -$544K 0.72% 43
2024
Q2 		$2.05M Sell
78,728
-14,076
-15% -$364K 1.05% 33
2024
Q1 		$2.42M Sell
92,804
-10,288
-10% -$267K 1.3% 24
2023
Q4 		$2.69M Sell
103,092
-12,236
-11% -$311K 1.67% 17
2023
Q3 		$2.91M Sell
115,328
-5,398
-4% -$139K 2.04% 13
2023
Q2 		$3.16M Sell
120,726
-5,298
-4% -$140K 2.12% 12
2023
Q1 		$3.38M Sell
126,024
-7,096
-5% -$187K 2.35% 10
2022
Q4 		$3.45M Sell
133,120
-14,918
-10% -$390K 2.58% 8
2022
Q3 		$3.83M Sell
148,038
-11,432
-7% -$318K 3.01% 7
2022
Q2 		$4.45M Sell
159,470
-9,656
-6% -$280K 3.14% 5
2022
Q1 		$5.13M Sell
169,126
-1,614
-0.9% -$49.5K 3.12% 4
2021
Q4 		$5.37M Buy
170,740
+17,914
+12% +$564K 3.41% 4
2021
Q3 		$4.78M Buy
152,826
+4,170
+3% +$132K 2.83% 4
2021
Q2 		$4.65M Buy
148,656
+8,374
+6% +$260K 2.78% 3
2021
Q1 		$4.29M Buy
140,282
+12,156
+9% +$374K 1.91% 4
2020
Q4 		$3.98M Buy
128,126
+8,736
+7% +$268K 2.78% 3
2020
Q3 		$3.68M Buy
119,390
+6,742
+6% +$206K 3.43% 4
2020
Q2 		$3.38M Buy
112,648
+11,682
+12% +$346K 3.04% 4
2020
Q1 		$2.9M Sell
100,966
-4,634
-4% -$133K 3.23% 2
2019
Q4 		$2.99M Buy
105,600
+4,476
+4% +$127K 2.72% 5
2019
Q3 		$2.87M Buy
101,124
+3,926
+4% +$111K 2.96% 4
2019
Q2 		$2.74M Buy
97,198
+1,656
+2% +$45.8K 2.87% 5
2019
Q1 		$2.62M Buy
+95,542
New +$2.58M 4.51% 3

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

Joseph P. Lucia & Associates's SCHP Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Schwab US TIPS ETF (SCHP) stake by 7.5% in Q2 2026, selling an estimated $56.2K and leaving 25,974 shares worth $688K. The position accounts for 0.21% of the portfolio, ranked #90.

Joseph P. Lucia & Associates first reported a position in SCHP in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.37M in Q4 2021. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Joseph P. Lucia & Associates held 25,974 shares of Schwab US TIPS ETF worth $688K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 2,108 Schwab US TIPS ETF shares in Q2 2026, an estimated $56.2K.
  • Schwab US TIPS ETF made up 0.21% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #90 holding.
  • Joseph P. Lucia & Associates first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Schwab US TIPS ETF position peaked at $5.37M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.