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Moneta Group Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Moneta Group Investment 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 		$276K Buy
10,405
+2,723
+35% +$72.7K ﹤0.01% 719
2026
Q1 		$204K Buy
+7,682
New +$205K ﹤0.01% 767
2024
Q4 		– Sell
-17,644
Closed -$237K – 692
2024
Q3 		$237K Buy
17,644
+4,342
+33% +$115K ﹤0.01% 579
2024
Q2 		$346K Buy
13,302
+2,776
+26% +$71.8K 0.01% 454
2024
Q1 		$275K Sell
10,526
-2,302
-18% -$59.7K ﹤0.01% 510
2023
Q4 		$335K Sell
12,828
-178
-1% -$4.53K 0.01% 422
2023
Q3 		$328K Sell
13,006
-1,524
-10% -$39.3K 0.01% 387
2023
Q2 		$381K Sell
14,530
-894
-6% -$23.7K 0.01% 384
2023
Q1 		$413K Buy
15,424
+790
+5% +$20.8K 0.01% 350
2022
Q4 		$386K Sell
14,634
-4,362
-23% -$114K 0.01% 334
2022
Q3 		$492K Sell
18,996
-538
-3% -$15K 0.02% 279
2022
Q2 		$545K Buy
19,534
+1,118
+6% +$32.4K 0.02% 294
2022
Q1 		$559K Buy
18,416
+1,592
+9% +$48.8K 0.02% 280
2021
Q4 		$529K Buy
16,824
+492
+3% +$15.5K 0.02% 288
2021
Q3 		$511K Sell
16,332
-594
-4% -$18.7K 0.02% 277
2021
Q2 		$529K Buy
16,926
+3,192
+23% +$99K 0.02% 277
2021
Q1 		$420K Buy
13,734
+1,072
+8% +$33K 0.02% 278
2020
Q4 		$393K Buy
12,662
+330
+3% +$10.1K 0.03% 221
2020
Q3 		$380K Buy
12,332
+1,502
+14% +$46K 0.03% 197
2020
Q2 		$325K Buy
10,830
+1,510
+16% +$44.7K 0.03% 206
2020
Q1 		$268K Buy
+9,320
New +$267K 0.03% 207

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

Moneta Group Investment Advisors's SCHP Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 35% in Q2 2026, buying an estimated $72.7K and bringing the position to 10,405 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Moneta Group Investment Advisors first reported a position in SCHP in Q1 2020 and has held it in 21 quarters since. The position peaked at $559K in Q1 2022. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Moneta Group Investment Advisors held 10,405 shares of Schwab US TIPS ETF worth $276K as of Q2 2026.
  • Moneta Group Investment Advisors bought 2,723 Schwab US TIPS ETF shares in Q2 2026, an estimated $72.7K.
  • Schwab US TIPS ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #719 holding.
  • Moneta Group Investment Advisors first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 21 quarters since.
  • Moneta Group Investment Advisors's Schwab US TIPS ETF position peaked at $559K in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.