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

Level Four 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 Q3	$267K	Buy	+10,616	New	+$275K	0.01%	807

Other funds holding SCHP

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Level Four Advisory Services's SCHP Position: Q3 2026 in Review

Level Four Advisory Services opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2026: 10,616 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings.

547 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Level Four Advisory Services held 10,616 shares of Schwab US TIPS ETF worth $267K as of Q3 2026.
Schwab US TIPS ETF was a new Level Four Advisory Services position in Q3 2026.
Schwab US TIPS ETF made up 0.01% of Level Four Advisory Services's portfolio in Q3 2026, its #807 holding.
547 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Level Four Advisory Services's 13F filing for Q3 2026, filed 6 Nov 2026.