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

Physician 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	$90.6K	Sell	3,420 -313	-8%	-$8.35K	0.01%	325
2026 Q1	$99.3K	Buy	3,733 +1,643	+79%	+$43.8K	0.01%	285
2025 Q4	$55.4K	Hold	2,090	–	–	0.01%	365
2025 Q3	$56.3K	Buy	2,090 +150	+8%	+$4.01K	0.01%	356
2025 Q2	$51.8K	Buy	1,940 +3	+0.2%	+$79	0.01%	340
2025 Q1	$52.1K	Sell	1,937 -3,923	-67%	-$103K	0.01%	330
2024 Q4	$151K	Buy	+5,860	New	+$154K	0.03%	208

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

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

Physician Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 8.4% in Q2 2026, selling an estimated $8.35K and leaving 3,420 shares worth $90.6K. The position accounts for 0.01% of the portfolio, ranked #325.

Physician Wealth Advisors first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $151K in Q4 2024. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Physician Wealth Advisors held 3,420 shares of Schwab US TIPS ETF worth $90.6K as of Q2 2026.
Physician Wealth Advisors sold 313 Schwab US TIPS ETF shares in Q2 2026, an estimated $8.35K.
Schwab US TIPS ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #325 holding.
Physician Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Schwab US TIPS ETF position peaked at $151K in Q4 2024.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.