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 Q2	$378K	Buy	+14,267	New	+$381K	0.18%	122
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 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

Petra Financial Advisors's SCHP Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 14,267 shares worth $378K. The stake represents 0.18% of the portfolio and ranks #122 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in SCHP as recently as Q4 2025.

Petra Financial Advisors first reported a position in SCHP in Q3 2023 and has held it in 11 quarters since. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Petra Financial Advisors held 14,267 shares of Schwab US TIPS ETF worth $378K as of Q2 2026.
Schwab US TIPS ETF was a new Petra Financial Advisors position in Q2 2026.
Schwab US TIPS ETF made up 0.18% of Petra Financial Advisors's portfolio in Q2 2026, its #122 holding.
Petra Financial Advisors first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 11 quarters since.
787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.