Mount Yale Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Mount Yale 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	$271K	Sell	10,229 -503	-5%	-$13.4K	0.01%	1018
2026 Q1	$286K	Buy	10,732 +906	+9%	+$24.2K	0.01%	912
2025 Q4	$260K	Buy	9,826 +65	+0.7%	+$1.74K	0.01%	629
2025 Q3	$263K	Buy	9,761 +9,541	+4,337%	+$255K	0.02%	552
2025 Q2	$5.87K	Buy	+220	New	+$5.82K	﹤0.01%	1209
2024 Q4	–	Sell	-7,516	Closed	-$202K	–	605
2024 Q3	$202K	Buy	+7,516	New	+$199K	0.02%	518

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Mount Yale Investment Advisors's SCHP Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 4.7% in Q2 2026, selling an estimated $13.4K and leaving 10,229 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1018.

Mount Yale Investment Advisors first reported a position in SCHP in Q3 2024 and has held it in 6 quarters since. The position peaked at $286K in Q1 2026. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Mount Yale Investment Advisors held 10,229 shares of Schwab US TIPS ETF worth $271K as of Q2 2026.
Mount Yale Investment Advisors sold 503 Schwab US TIPS ETF shares in Q2 2026, an estimated $13.4K.
Schwab US TIPS ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1018 holding.
Mount Yale Investment Advisors first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Schwab US TIPS ETF position peaked at $286K in Q1 2026.
790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.