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

LifeGuide 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
Q2 		$54.9M Buy
2,072,506
+130,968
+7% +$3.49M 15.64% 2
2026
Q1 		$51.7M Buy
1,941,538
+104,230
+6% +$2.78M 16.52% 2
2025
Q4 		$48.7M Buy
1,837,308
+154,957
+9% +$4.16M 16.14% 2
2025
Q3 		$44.7M Buy
1,682,351
+2,357
+0.1% +$63.1K 16.46% 2
2025
Q2 		$44.8M Buy
1,679,994
+49,380
+3% +$1.31M 16.54% 2
2025
Q1 		$43.8M Buy
1,630,614
+62,993
+4% +$1.66M 17.89% 2
2024
Q4 		$40.5M Buy
1,567,621
+79,037
+5% +$2.08M 17.37% 2
2024
Q3 		$39.9M Buy
1,488,584
+117,008
+9% +$3.09M 17.03% 2
2024
Q2 		$35.7M Buy
1,371,576
+89,012
+7% +$2.3M 17.33% 2
2024
Q1 		$33.4M Buy
1,282,564
+76,256
+6% +$1.98M 16.85% 2
2023
Q4 		$31.5M Sell
1,206,308
-6,188
-0.5% -$157K 16.64% 2
2023
Q3 		$30.6M Buy
1,212,496
+170,788
+16% +$4.4M 17.89% 2
2023
Q2 		$27.3M Buy
1,041,708
+93,402
+10% +$2.48M 18.46% 2
2023
Q1 		$25.4M Buy
948,306
+39,532
+4% +$1.04M 20.45% 2
2022
Q4 		$23.5M Sell
908,774
-36,172
-4% -$946K 20.4% 2
2022
Q3 		$24.5M Buy
944,946
+25,008
+3% +$695K 23.93% 2
2022
Q2 		$25.7M Buy
919,938
+414,520
+82% +$12M 23.43% 2
2022
Q1 		$15.3M Buy
+505,418
New +$15.5M 11.84% 4

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

LifeGuide Financial Advisors's SCHP Position: Q2 2026 in Review

LifeGuide Financial Advisors increased its Schwab US TIPS ETF (SCHP) stake by 6.7% in Q2 2026, buying an estimated $3.49M and bringing the position to 2,072,506 shares worth $54.9M. The position accounts for 15.64% of the portfolio, ranked #2.

LifeGuide Financial Advisors first reported a position in SCHP in Q1 2022 and has held it in 18 quarters since. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • LifeGuide Financial Advisors held 2,072,506 shares of Schwab US TIPS ETF worth $54.9M as of Q2 2026.
  • LifeGuide Financial Advisors bought 130,968 Schwab US TIPS ETF shares in Q2 2026, an estimated $3.49M.
  • Schwab US TIPS ETF made up 15.64% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • LifeGuide Financial Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 18 quarters since.
  • 127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.