LGT Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

LGT Financial 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 Q1	$50.2K	Buy	1,887 +59	+3%	+$1.57K	0.26%	62
2025 Q4	$48.4K	Hold	1,828	–	–	0.3%	60
2025 Q3	$49.3K	Buy	+1,828	New	+$48.9K	0.11%	126
2025 Q2	–	Hold	0	–	–	–	614
2025 Q1	–	Hold	0	–	–	–	296
2024 Q4	–	Sell	-2	Closed	-$53	–	713
2024 Q3	$41	Sell	2 -1,358	-100%	-$35.9K	﹤0.01%	692
2024 Q2	$35.4K	Buy	1,360 +612	+82%	+$15.8K	0.07%	201
2024 Q1	$19.5K	Sell	748 -572	-43%	-$14.8K	0.02%	364
2023 Q4	$34.4K	Sell	1,320 -2,598	-66%	-$66.1K	0.04%	250
2023 Q3	$98.9K	Buy	3,918 +430	+12%	+$11.1K	0.13%	156
2023 Q2	$91.4K	Buy	3,488 +20	+0.6%	+$530	0.1%	139
2023 Q1	$92.9K	Hold	3,468	–	–	0.17%	85
2022 Q4	$89.8K	Buy	+3,468	New	+$90.7K	0.11%	121

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LGT Financial Advisors's SCHP Position: Q1 2026 in Review

LGT Financial Advisors increased its Schwab US TIPS ETF (SCHP) stake by 3.2% in Q1 2026, buying an estimated $1.57K and bringing the position to 1,887 shares worth $50.2K. The position accounts for 0.26% of the portfolio, ranked #62.

LGT Financial Advisors first reported a position in SCHP in Q4 2022 and has held it in 11 quarters since. The position peaked at $98.9K in Q3 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

LGT Financial Advisors held 1,887 shares of Schwab US TIPS ETF worth $50.2K as of Q1 2026.
LGT Financial Advisors bought 59 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.57K.
Schwab US TIPS ETF made up 0.26% of LGT Financial Advisors's portfolio in Q1 2026, its #62 holding.
LGT Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 11 quarters since.
LGT Financial Advisors's Schwab US TIPS ETF position peaked at $98.9K in Q3 2023.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.