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Latitude Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Latitude 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 		$472K Buy
17,813
+660
+4% +$17.6K 0.19% 127
2026
Q1 		$456K Sell
17,153
-191
-1% -$5.1K 0.21% 115
2025
Q4 		$459K Buy
17,344
+602
+4% +$16.1K 0.2% 112
2025
Q3 		$451K Sell
16,742
-503
-3% -$13.5K 0.21% 101
2025
Q2 		$460K Buy
17,245
+163
+1% +$4.31K 0.23% 98
2025
Q1 		$459K Sell
17,082
-2,537
-13% -$66.7K 0.27% 96
2024
Q4 		$507K Sell
19,619
-251
-1% -$6.6K 0.29% 85
2024
Q3 		$533K Buy
19,870
+624
+3% +$16.5K 0.3% 80
2024
Q2 		$500K Sell
19,246
-66
-0.3% -$1.71K 0.31% 75
2024
Q1 		$504K Buy
19,312
+2,206
+13% +$57.2K 0.31% 71
2023
Q4 		$446K Sell
17,106
-3,140
-16% -$79.9K 0.31% 80
2023
Q3 		$511K Sell
20,246
-2,770
-12% -$71.4K 0.37% 64
2023
Q2 		$603K Sell
23,016
-2,752
-11% -$73K 0.42% 48
2023
Q1 		$691K Buy
25,768
+108
+0.4% +$2.84K 0.5% 39
2022
Q4 		$664K Buy
25,660
+3,180
+14% +$83.2K 0.5% 37
2022
Q3 		$582K Buy
22,480
+516
+2% +$14.3K 0.48% 38
2022
Q2 		$613K Buy
21,964
+4,596
+26% +$133K 0.56% 37
2022
Q1 		$527K Buy
17,368
+4,052
+30% +$124K 0.12% 171
2021
Q4 		$419K Sell
13,316
-2,500
-16% -$78.7K 0.12% 179
2021
Q3 		$495K Buy
15,816
+7,770
+97% +$245K 0.16% 135
2021
Q2 		$251K Buy
8,046
+302
+4% +$9.36K 0.19% 137
2021
Q1 		$237K Buy
7,744
+572
+8% +$17.6K 0.19% 129
2020
Q4 		$223K Buy
+7,172
New +$220K 0.2% 118

Other funds holding SCHP

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Latitude Advisors's SCHP Position: Q2 2026 in Review

Latitude Advisors increased its Schwab US TIPS ETF (SCHP) stake by 3.8% in Q2 2026, buying an estimated $17.6K and bringing the position to 17,813 shares worth $472K. The position accounts for 0.19% of the portfolio, ranked #127.

Latitude Advisors first reported a position in SCHP in Q4 2020 and has held it in 23 quarters since. The position peaked at $691K in Q1 2023. 355 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Latitude Advisors held 17,813 shares of Schwab US TIPS ETF worth $472K as of Q2 2026.
  • Latitude Advisors bought 660 Schwab US TIPS ETF shares in Q2 2026, an estimated $17.6K.
  • Schwab US TIPS ETF made up 0.19% of Latitude Advisors's portfolio in Q2 2026, its #127 holding.
  • Latitude Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Schwab US TIPS ETF position peaked at $691K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.