MSWA
SCHP icon

Marshall & Sterling Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Marshall & Sterling Wealth 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 		$183K Buy
6,903
+80
+1% +$2.13K 0.11% 97
2026
Q1 		$182K Hold
6,823
– – 0.12% 95
2025
Q4 		$181K Buy
6,823
+107
+2% +$2.87K 0.12% 89
2025
Q3 		$181K Buy
6,716
+70
+1% +$1.87K 0.12% 88
2025
Q2 		$177K Buy
6,646
+79
+1% +$2.09K 0.12% 86
2025
Q1 		$177K Buy
6,567
+3
+0% +$79 0.12% 87
2024
Q4 		$170K Buy
+6,564
New +$173K 0.12% 86

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
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 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
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 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

Marshall & Sterling Wealth Advisors's SCHP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 1.2% in Q2 2026, buying an estimated $2.13K and bringing the position to 6,903 shares worth $183K. The position accounts for 0.11% of the portfolio, ranked #97.

Marshall & Sterling Wealth Advisors first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 6,903 shares of Schwab US TIPS ETF worth $183K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 80 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.13K.
  • Schwab US TIPS ETF made up 0.11% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • 171 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.