Olistico Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Olistico Wealth’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	$14.6K	Sell	550 -564	-51%	-$15K	0.01%	227
2026 Q1	$29.6K	Hold	1,114	–	–	0.01%	191
2025 Q4	$29.5K	Buy	+1,114	New	+$29.9K	0.01%	191
2025 Q3	–	Sell	-1,410	Closed	-$37.6K	–	289
2025 Q2	$37.6K	Sell	1,410 -1,619	-53%	-$42.8K	0.02%	187
2025 Q1	$81.5K	Buy	3,029 +3	+0.1%	+$79	0.05%	136
2024 Q4	$78.2K	Sell	3,026 -870	-22%	-$22.9K	0.05%	139
2024 Q3	$105K	Sell	3,896 -2,376	-38%	-$62.8K	0.06%	129
2024 Q2	$163K	Buy	+6,272	New	+$162K	0.1%	105
2024 Q1	–	Sell	-8,300	Closed	-$217K	–	107
2023 Q4	$217K	Sell	8,300 -4,768	-36%	-$121K	0.17%	100
2023 Q3	$330K	Sell	13,068 -800	-6%	-$20.6K	0.29%	78
2023 Q2	$364K	Sell	13,868 -108	-0.8%	-$2.86K	0.31%	80
2023 Q1	$375K	Sell	13,976 -438	-3%	-$11.5K	0.36%	71
2022 Q4	$373K	Buy	+14,414	New	+$377K	0.4%	69

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 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

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Olistico Wealth's SCHP Position: Q2 2026 in Review

Olistico Wealth reduced its Schwab US TIPS ETF (SCHP) stake by 51% in Q2 2026, selling an estimated $15K and leaving 550 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #227.

Olistico Wealth first reported a position in SCHP in Q4 2022 and has held it in 13 quarters since. The position peaked at $375K in Q1 2023. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Olistico Wealth held 550 shares of Schwab US TIPS ETF worth $14.6K as of Q2 2026.
Olistico Wealth sold 564 Schwab US TIPS ETF shares in Q2 2026, an estimated $15K.
Schwab US TIPS ETF made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #227 holding.
Olistico Wealth first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 13 quarters since.
Olistico Wealth's Schwab US TIPS ETF position peaked at $375K in Q1 2023.
127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.