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

Kestra 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 		$2.54M Sell
95,921
-22,463
-19% -$599K 0.01% 1199
2026
Q1 		$3.15M Buy
118,384
+30,205
+34% +$806K 0.01% 1029
2025
Q4 		$2.34M Sell
88,179
-1,891
-2% -$50.7K 0.01% 1127
2025
Q3 		$2.43M Sell
90,070
-33,903
-27% -$907K 0.01% 1046
2025
Q2 		$3.31M Buy
123,973
+23,498
+23% +$622K 0.02% 820
2025
Q1 		$2.7M Sell
100,475
-45,182
-31% -$1.19M 0.01% 852
2024
Q4 		$3.76M Sell
145,657
-126,165
-46% -$3.32M 0.02% 694
2024
Q3 		$7.29M Sell
271,822
-57,754
-18% -$1.53M 0.04% 463
2024
Q2 		$7.64M Buy
329,576
+88,028
+36% +$2.28M 0.04% 442
2024
Q1 		$6.3M Buy
241,548
+154,284
+177% +$4M 0.04% 447
2023
Q4 		$2.28M Buy
87,264
+12,944
+17% +$329K 0.02% 739
2023
Q3 		$1.88M Buy
74,320
+16,924
+29% +$436K 0.02% 713
2023
Q2 		$1.5M Buy
57,396
+16,252
+40% +$431K 0.02% 799
2023
Q1 		$1.1M Buy
41,144
+3,700
+10% +$97.4K 0.01% 894
2022
Q4 		$970K Sell
37,444
-27,182
-42% -$711K 0.01% 1069
2022
Q3 		$1.67M Buy
64,626
+2,964
+5% +$82.4K 0.02% 738
2022
Q2 		$1.72M Sell
61,662
-125,350
-67% -$3.64M 0.02% 737
2022
Q1 		$5.68M Buy
187,012
+40,134
+27% +$1.23M 0.06% 338
2021
Q4 		$4.62M Sell
146,878
-13,204
-8% -$416K 0.05% 399
2021
Q3 		$5.01M Buy
160,082
+34,190
+27% +$1.08M 0.05% 389
2021
Q2 		$3.94M Buy
125,892
+25,216
+25% +$782K 0.04% 423
2021
Q1 		$3.08M Buy
100,676
+43,136
+75% +$1.33M 0.04% 463
2020
Q4 		$1.78M Buy
57,540
+24,864
+76% +$764K 0.02% 634
2020
Q3 		$1.01M Buy
+32,676
New +$1M 0.02% 614

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

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

Kestra Advisory Services reduced its Schwab US TIPS ETF (SCHP) stake by 19% in Q2 2026, selling an estimated $599K and leaving 95,921 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #1199.

Kestra Advisory Services first reported a position in SCHP in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.64M in Q2 2024. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Kestra Advisory Services held 95,921 shares of Schwab US TIPS ETF worth $2.54M as of Q2 2026.
  • Kestra Advisory Services sold 22,463 Schwab US TIPS ETF shares in Q2 2026, an estimated $599K.
  • Schwab US TIPS ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1199 holding.
  • Kestra Advisory Services first reported a position in Schwab US TIPS ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Schwab US TIPS ETF position peaked at $7.64M in Q2 2024.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.