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

Lloyd 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 Q1	$1.86M	Buy	70,060 +68,965	+6,298%	+$1.84M	0.53%	21
2025 Q4	$29K	Buy	+1,095	New	+$29.4K	0.01%	288
2022 Q4	$2.44M	Buy	94,074 +4,484	+5%	+$117K	1.69%	14
2022 Q3	$2.32M	Buy	89,590 +44,442	+98%	+$1.24M	1.69%	15
2022 Q2	$1.26M	Buy	45,148 +914	+2%	+$26.5K	0.98%	20
2022 Q1	$1.34M	Buy	+44,234	New	+$1.36M	0.63%	28
2021 Q2	–	Sell	-26	Closed	-$1K	–	424
2021 Q1	$1K	Sell	26 -1,894	-99%	-$58.3K	﹤0.01%	362
2020 Q4	$60K	Sell	1,920 -1,182	-38%	-$36.3K	0.03%	106
2020 Q3	$96K	Buy	3,102 +82	+3%	+$2.51K	0.06%	79
2020 Q2	$91K	Buy	3,020 +1,636	+118%	+$48.5K	0.06%	84
2020 Q1	$40K	Sell	1,384 -540	-28%	-$15.5K	0.03%	98
2019 Q4	$55K	Buy	+1,924	New	+$54.5K	0.05%	112

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

Lloyd Advisory Services's SCHP Position: Q1 2026 in Review

Lloyd Advisory Services increased its Schwab US TIPS ETF (SCHP) stake by 6,298% in Q1 2026, buying an estimated $1.84M and bringing the position to 70,060 shares worth $1.86M. The position accounts for 0.53% of the portfolio, ranked #21.

Lloyd Advisory Services first reported a position in SCHP in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.44M in Q4 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Lloyd Advisory Services held 70,060 shares of Schwab US TIPS ETF worth $1.86M as of Q1 2026.
Lloyd Advisory Services bought 68,965 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.84M.
Schwab US TIPS ETF made up 0.53% of Lloyd Advisory Services's portfolio in Q1 2026, its #21 holding.
Lloyd Advisory Services first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's Schwab US TIPS ETF position peaked at $2.44M in Q4 2022.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.