Mutual Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.8M | Buy |
67,468
+1,039
| +2% | +$27.7K | 0.04% | 404 |
|
|
2025
Q4 | $1.76M | Sell |
66,429
-1,884
| -3% | -$50.5K | 0.04% | 395 |
|
|
2025
Q3 | $1.85M | Buy |
68,313
+3,944
| +6% | +$106K | 0.04% | 380 |
|
|
2025
Q2 | $1.71M | Buy |
64,369
+2,915
| +5% | +$77.1K | 0.04% | 358 |
|
|
2025
Q1 | $1.64M | Buy |
61,454
+428
| +0.7% | +$11.3K | 0.05% | 329 |
|
|
2024
Q4 | $1.58M | Sell |
61,026
-63,362
| -51% | -$1.67M | 0.05% | 338 |
|
|
2024
Q3 | $1.64M | Buy |
124,388
+60,308
| +94% | +$1.59M | 0.05% | 323 |
|
|
2024
Q2 | $1.68M | Sell |
64,080
-2,346
| -4% | -$60.7K | 0.05% | 316 |
|
|
2024
Q1 | $1.73M | Buy |
66,426
+2,672
| +4% | +$69.3K | 0.06% | 310 |
|
|
2023
Q4 | $1.66M | Sell |
63,754
-9,684
| -13% | -$246K | 0.06% | 315 |
|
|
2023
Q3 | $1.85M | Sell |
73,438
-23,946
| -25% | -$617K | 0.07% | 269 |
|
|
2023
Q2 | $2.55M | Sell |
97,384
-75,724
| -44% | -$2.01M | 0.1% | 206 |
|
|
2023
Q1 | $4.64M | Sell |
173,108
-27,106
| -14% | -$713K | 0.19% | 109 |
|
|
2022
Q4 | $5.18M | Buy |
200,214
+9,906
| +5% | +$259K | 0.23% | 93 |
|
|
2022
Q3 | $4.93M | Sell |
190,308
-35,572
| -16% | -$989K | 0.25% | 80 |
|
|
2022
Q2 | $6.3M | Buy |
225,880
+33,556
| +17% | +$974K | 0.42% | 47 |
|
|
2022
Q1 | $5.84M | Sell |
192,324
-3,924
| -2% | -$120K | 0.33% | 64 |
|
|
2021
Q4 | $6.17M | Buy |
196,248
+27,512
| +16% | +$866K | 0.33% | 62 |
|
|
2021
Q3 | $5.28M | Sell |
168,736
-1,486
| -0.9% | -$46.9K | 0.31% | 69 |
|
|
2021
Q2 | $5.32M | Buy |
170,222
+19,690
| +13% | +$610K | 0.32% | 73 |
|
|
2021
Q1 | $4.6M | Buy |
150,532
+61,514
| +69% | +$1.9M | 0.31% | 74 |
|
|
2020
Q4 | $2.76M | Buy |
89,018
+9,704
| +12% | +$298K | 0.21% | 109 |
|
|
2020
Q3 | $2.44M | Buy |
79,314
+36,012
| +83% | +$1.1M | 0.21% | 112 |
|
|
2020
Q2 | $1.3M | Buy |
43,302
+3,496
| +9% | +$104K | 0.13% | 182 |
|
|
2020
Q1 | $1.15M | Buy |
39,806
+802
| +2% | +$23K | 0.16% | 163 |
|
|
2019
Q4 | $1.1M | Buy |
39,004
+9,082
| +30% | +$257K | 0.12% | 215 |
|
|
2019
Q3 | $849K | Sell |
29,922
-1,428
| -5% | -$40.5K | 0.11% | 222 |
|
|
2019
Q2 | $883K | Buy |
31,350
+3,138
| +11% | +$86.9K | 0.11% | 223 |
|
|
2019
Q1 | $776K | Buy |
28,212
+1,342
| +5% | +$36.2K | 0.11% | 209 |
|
|
2018
Q4 | $715K | Sell |
26,870
-2,254
| -8% | -$60K | 0.14% | 182 |
|
|
2018
Q3 | $786K | Buy |
29,124
+2,042
| +8% | +$55.6K | 0.12% | 206 |
|
|
2018
Q2 | $744K | Buy |
27,082
+172
| +0.6% | +$4.69K | 0.17% | 181 |
|
|
2018
Q1 | $738K | Sell |
26,910
-52
| -0.2% | -$1.42K | 0.19% | 181 |
|
|
2017
Q4 | $747K | Buy |
+26,962
| New | +$746K | 0.28% | 107 |
|
Other funds holding SCHP
MERSOM
QCM
EW
Mutual Advisors's SCHP Position: Q1 2026 in Review
Mutual Advisors increased its Schwab US TIPS ETF (SCHP) stake by 1.6% in Q1 2026, buying an estimated $27.7K and bringing the position to 67,468 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #404.
Mutual Advisors first reported a position in SCHP in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.3M in Q2 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.
- Mutual Advisors held 67,468 shares of Schwab US TIPS ETF worth $1.8M as of Q1 2026.
- Mutual Advisors bought 1,039 Schwab US TIPS ETF shares in Q1 2026, an estimated $27.7K.
- Schwab US TIPS ETF made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #404 holding.
- Mutual Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Schwab US TIPS ETF position peaked at $6.3M in Q2 2022.
- 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.