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Mayflower Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Mayflower Financial 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 		$221K Sell
8,357
-500
-6% -$13.3K 0.02% 456
2026
Q1 		$236K Buy
+8,857
New +$236K 0.03% 405
2025
Q2 		– Sell
-7,695
Closed -$207K – 406
2025
Q1 		$207K Sell
7,695
-136
-2% -$3.58K 0.03% 374
2024
Q4 		$202K Sell
7,831
-457
-6% -$12K 0.03% 372
2024
Q3 		$222K Sell
8,288
-550
-6% -$14.5K 0.03% 345
2024
Q2 		$230K Sell
8,838
-304
-3% -$7.86K 0.04% 322
2024
Q1 		$238K Sell
9,142
-25,360
-74% -$658K 0.04% 315
2023
Q4 		$901K Buy
34,502
+540
+2% +$13.7K 0.12% 143
2023
Q3 		$857K Sell
33,962
-13,436
-28% -$346K 0.13% 138
2023
Q2 		$1.24M Sell
47,398
-6,084
-11% -$161K 0.16% 115
2023
Q1 		$1.43M Sell
53,482
-7,636
-12% -$201K 0.19% 107
2022
Q4 		$1.58M Sell
61,118
-32,120
-34% -$840K 0.22% 92
2022
Q3 		$2.42M Sell
93,238
-6,138
-6% -$171K 0.39% 55
2022
Q2 		$2.77M Buy
99,376
+27,320
+38% +$793K 0.42% 52
2022
Q1 		$2.19M Buy
+72,056
New +$2.21M 0.29% 60

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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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

Mayflower Financial Advisors's SCHP Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 5.6% in Q2 2026, selling an estimated $13.3K and leaving 8,357 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #456.

Mayflower Financial Advisors first reported a position in SCHP in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.77M in Q2 2022. 284 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Mayflower Financial Advisors held 8,357 shares of Schwab US TIPS ETF worth $221K as of Q2 2026.
  • Mayflower Financial Advisors sold 500 Schwab US TIPS ETF shares in Q2 2026, an estimated $13.3K.
  • Schwab US TIPS ETF made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #456 holding.
  • Mayflower Financial Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 15 quarters since.
  • Mayflower Financial Advisors's Schwab US TIPS ETF position peaked at $2.77M in Q2 2022.
  • 284 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.