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 Q2	$54.2K	Sell	2,044 -68,016	-97%	-$1.81M	0.02%	230
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 $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

Lloyd Advisory Services's SCHP Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Schwab US TIPS ETF (SCHP) stake by 97% in Q2 2026, selling an estimated $1.81M and leaving 2,044 shares worth $54.2K. The position accounts for 0.02% of the portfolio, ranked #230.

Lloyd Advisory Services first reported a position in SCHP in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.44M in Q4 2022. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Lloyd Advisory Services held 2,044 shares of Schwab US TIPS ETF worth $54.2K as of Q2 2026.
Lloyd Advisory Services sold 68,016 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.81M.
Schwab US TIPS ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #230 holding.
Lloyd Advisory Services first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's Schwab US TIPS ETF position peaked at $2.44M in Q4 2022.
790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.