LFASL
SCHP icon

Lugano Financial Advisors SA (LFA)’s Schwab US TIPS ETF SCHP Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		– Sell
-2,882
Closed -$76.3K – 280
2026
Q1 		$76.3K Sell
2,882
-2,516
-47% -$67.1K 0.04% 124
2025
Q4 		$143K Hold
5,398
– – 0.07% 100
2025
Q3 		$145K Hold
5,398
– – 0.08% 100
2025
Q2 		$143K Buy
+5,398
New +$143K 0.08% 96

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s SCHP Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 2,882 shares — an estimated $76.3K sold.

Lugano Financial Advisors SA (LFA) first reported a position in SCHP in Q2 2025 and held it in 4 quarters. The position peaked at $145K in Q3 2025. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 2,882 Schwab US TIPS ETF shares in Q2 2026, an estimated $76.3K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Schwab US TIPS ETF in Q2 2025 and held it in 4 quarters.
  • Lugano Financial Advisors SA (LFA)'s Schwab US TIPS ETF position peaked at $145K in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.