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Octavia Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Octavia Wealth 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 		$608K Sell
22,934
-100
-0.4% -$2.67K 0.05% 107
2026
Q1 		$613K Buy
23,034
+5,094
+28% +$136K 0.06% 114
2025
Q4 		$475K Sell
17,940
-258
-1% -$6.92K 0.05% 139
2025
Q3 		$490K Buy
18,198
+157
+0.9% +$4.2K 0.05% 130
2025
Q2 		$481K Buy
18,041
+8,675
+93% +$230K 0.05% 121
2025
Q1 		$252K Hold
9,366
– – 0.03% 190
2024
Q4 		$242K Sell
9,366
-1,766
-16% -$46.4K 0.03% 194
2024
Q3 		$299K Sell
11,132
-116
-1% -$3.06K 0.04% 165
2024
Q2 		$293K Buy
11,248
+2
+0% +$52 0.04% 168
2024
Q1 		$293K Sell
11,246
-10,170
-47% -$264K 0.04% 169
2023
Q4 		$559K Buy
21,416
+8,330
+64% +$212K 0.1% 110
2023
Q3 		$330K Sell
13,086
-42
-0.3% -$1.08K 0.07% 135
2023
Q2 		$344K Buy
13,128
+174
+1% +$4.61K 0.07% 126
2023
Q1 		$347K Sell
12,954
-3,188
-20% -$83.9K 0.08% 117
2022
Q4 		$418K Sell
16,142
-3,592
-18% -$94K 0.1% 102
2022
Q3 		$511K Sell
19,734
-1,700
-8% -$47.3K 0.14% 84
2022
Q2 		$597K Sell
21,434
-212,694
-91% -$6.17M 0.16% 83
2022
Q1 		$7.11M Buy
234,128
+4,232
+2% +$130K 1.58% 23
2021
Q4 		$7.23M Buy
229,896
+33,566
+17% +$1.06M 1.56% 23
2021
Q3 		$6.13M Buy
+196,330
New +$6.2M 1.57% 22

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

Octavia Wealth Advisors's SCHP Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 0.43% in Q2 2026, selling an estimated $2.67K and leaving 22,934 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #107.

Octavia Wealth Advisors first reported a position in SCHP in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.23M in Q4 2021. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Octavia Wealth Advisors held 22,934 shares of Schwab US TIPS ETF worth $608K as of Q2 2026.
  • Octavia Wealth Advisors sold 100 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.67K.
  • Schwab US TIPS ETF made up 0.05% of Octavia Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Octavia Wealth Advisors first reported a position in Schwab US TIPS ETF in Q3 2021 and has held it in 20 quarters since.
  • Octavia Wealth Advisors's Schwab US TIPS ETF position peaked at $7.23M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.