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

Lido 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	$608K	Buy	+22,937	New	+$612K	﹤0.01%	1362
2023 Q4	–	Sell	-20,512	Closed	-$518K	–	1423
2023 Q3	$518K	Buy	20,512 +9,290	+83%	+$239K	﹤0.01%	736
2023 Q2	$294K	Buy	+11,222	New	+$298K	﹤0.01%	944
2020 Q3	–	Sell	-16,656	Closed	-$500K	–	685
2020 Q2	$500K	Buy	+16,656	New	+$493K	0.02%	348

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Lido Advisors's SCHP Position: Q2 2026 in Review

Lido Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 22,937 shares worth $608K. The stake represents ﹤0.01% of the portfolio and ranks #1362 among its holdings. This is a return to the name: Lido Advisors previously reported a position in SCHP as recently as Q3 2023.

Lido Advisors first reported a position in SCHP in Q2 2020 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Lido Advisors held 22,937 shares of Schwab US TIPS ETF worth $608K as of Q2 2026.
Schwab US TIPS ETF was a new Lido Advisors position in Q2 2026.
Schwab US TIPS ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1362 holding.
Lido Advisors first reported a position in Schwab US TIPS ETF in Q2 2020 and has held it in 4 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.