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

Portus 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 		– Sell
-16
Closed -$426 – 442
2026
Q1 		$426 Buy
+16
New +$427 ﹤0.01% 493

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MCM
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LNC
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VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Portus Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 16 shares — an estimated $426 sold.

Portus Wealth Advisors first reported a position in SCHP in Q1 2026 and held it in 1 quarter. The position peaked at $426 in Q1 2026. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 16 Schwab US TIPS ETF shares in Q2 2026, an estimated $426.
  • Portus Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Schwab US TIPS ETF position peaked at $426 in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.