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Petra Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Petra Financial 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
Q1 		– Sell
-13,352
Closed -$354K – 140
2025
Q4 		$354K Buy
13,352
+1,510
+13% +$40.5K 0.21% 109
2025
Q3 		$319K Buy
11,842
+336
+3% +$8.99K 0.19% 116
2025
Q2 		$307K Buy
11,506
+630
+6% +$16.7K 0.19% 115
2025
Q1 		$292K Sell
10,876
-1,156
-10% -$30.4K 0.24% 91
2024
Q4 		$311K Buy
12,032
+772
+7% +$20.3K 0.21% 106
2024
Q3 		$302K Buy
11,260
+538
+5% +$14.2K 0.2% 111
2024
Q2 		$279K Sell
10,722
-338
-3% -$8.74K 0.2% 104
2024
Q1 		$289K Hold
11,060
– – 0.21% 102
2023
Q4 		$289K Buy
11,060
+10
+0.1% +$254 0.24% 95
2023
Q3 		$279K Buy
+11,050
New +$285K 0.23% 98

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Petra Financial Advisors's SCHP Position: Q1 2026 in Review

Petra Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 13,352 shares — an estimated $354K sold.

Petra Financial Advisors first reported a position in SCHP in Q3 2023 and held it in 10 quarters. The position peaked at $354K in Q4 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Petra Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Petra Financial Advisors sold 13,352 Schwab US TIPS ETF shares in Q1 2026, an estimated $354K.
  • Petra Financial Advisors first reported a position in Schwab US TIPS ETF in Q3 2023 and held it in 10 quarters.
  • Petra Financial Advisors's Schwab US TIPS ETF position peaked at $354K in Q4 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.