PAG
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Private Advisor Group’s Schwab US TIPS ETF SCHP Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-58,600
Closed -$14.8K – 2467
2023
Q3 		$14.8K Buy
+58,600
New +$1.51M ﹤0.01% 2142

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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
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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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

Private Advisor Group's SCHP Position: Q2 2026 in Review

Private Advisor Group reduced its Schwab US TIPS ETF (SCHP) stake by 89% in Q2 2026, selling an estimated $10.7M and leaving 49,929 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1219.

Private Advisor Group first reported a position in SCHP in Q4 2014 and has held it in 47 quarters since. The position peaked at $23.3M in Q4 2021. 323 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Private Advisor Group held 49,929 shares of Schwab US TIPS ETF worth $1.32M as of Q2 2026.
  • Private Advisor Group sold 402,507 Schwab US TIPS ETF shares in Q2 2026, an estimated $10.7M.
  • Schwab US TIPS ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1219 holding.
  • Private Advisor Group first reported a position in Schwab US TIPS ETF in Q4 2014 and has held it in 47 quarters since.
  • Private Advisor Group's Schwab US TIPS ETF position peaked at $23.3M in Q4 2021.
  • 323 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.