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

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

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 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

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. 171 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.
171 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.