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

Mason Investment 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 		$288K Sell
10,870
-1,440
-12% -$38.4K 0.01% 68
2026
Q1 		$328K Sell
12,310
-86
-0.7% -$2.29K 0.02% 58
2025
Q4 		$328K Buy
12,396
+49
+0.4% +$1.31K 0.02% 57
2025
Q3 		$333K Buy
12,347
+32
+0.3% +$856 0.02% 60
2025
Q2 		$329K Sell
12,315
-39
-0.3% -$1.03K 0.02% 59
2025
Q1 		$332K Sell
12,354
-2,828
-19% -$74.4K 0.02% 56
2024
Q4 		$392K Buy
15,182
+24
+0.2% +$631 0.02% 53
2024
Q3 		$406K Buy
15,158
+30
+0.2% +$792 0.02% 49
2024
Q2 		$393K Buy
15,128
+140
+0.9% +$3.62K 0.02% 51
2024
Q1 		$391K Hold
14,988
– – 0.03% 48
2023
Q4 		$391K Hold
14,988
– – 0.03% 48
2023
Q3 		$378K Hold
14,988
– – 0.03% 43
2023
Q2 		$393K Buy
+14,988
New +$397K 0.03% 37
2021
Q2 		– Sell
-125,020
Closed -$3.82M – 99
2021
Q1 		$3.82M Buy
125,020
+1,392
+1% +$42.9K 0.4% 5
2020
Q4 		$3.84M Buy
123,628
+1,162
+0.9% +$35.7K 0.46% 5
2020
Q3 		$3.77M Sell
122,466
-5,410
-4% -$166K 0.54% 5
2020
Q2 		$3.84M Sell
127,876
-8,692
-6% -$258K 0.57% 6
2020
Q1 		$3.93M Buy
136,568
+5,618
+4% +$161K 0.67% 5
2019
Q4 		$3.71M Buy
130,950
+8,888
+7% +$252K 0.55% 10
2019
Q3 		$3.46M Buy
122,062
+794
+0.7% +$22.5K 0.56% 10
2019
Q2 		$3.41M Buy
121,268
+82,934
+216% +$2.3M 0.57% 12
2019
Q1 		$1.05M Buy
+38,334
New +$1.03M 0.29% 36

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

Mason Investment Advisory Services's SCHP Position: Q2 2026 in Review

Mason Investment Advisory Services reduced its Schwab US TIPS ETF (SCHP) stake by 12% in Q2 2026, selling an estimated $38.4K and leaving 10,870 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #68.

Mason Investment Advisory Services first reported a position in SCHP in Q1 2019 and has held it in 22 quarters since. The position peaked at $3.93M in Q1 2020. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Mason Investment Advisory Services held 10,870 shares of Schwab US TIPS ETF worth $288K as of Q2 2026.
  • Mason Investment Advisory Services sold 1,440 Schwab US TIPS ETF shares in Q2 2026, an estimated $38.4K.
  • Schwab US TIPS ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #68 holding.
  • Mason Investment Advisory Services first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 22 quarters since.
  • Mason Investment Advisory Services's Schwab US TIPS ETF position peaked at $3.93M in Q1 2020.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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