Sage Mountain Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Sage Mountain 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	$18.2K	Hold	686	–	–	﹤0.01%	286
2026 Q1	$18.3K	Hold	686	–	–	﹤0.01%	263
2025 Q4	$18.2K	Hold	686	–	–	﹤0.01%	542
2025 Q3	$18.5K	Hold	686	–	–	﹤0.01%	528
2025 Q2	$18.3K	Hold	686	–	–	﹤0.01%	471
2025 Q1	$18.4K	Hold	686	–	–	﹤0.01%	454
2024 Q4	$17.7K	Sell	686 -34	-5%	-$894	﹤0.01%	449
2024 Q3	$19.3K	Buy	720 +636	+757%	+$16.8K	﹤0.01%	459
2024 Q2	$2.18K	Buy	+84	New	+$2.17K	﹤0.01%	419
2024 Q1	–	Sell	-18	Closed	-$470	–	422
2023 Q4	$470	Hold	18	–	–	﹤0.01%	353
2023 Q3	$454	Hold	18	–	–	﹤0.01%	359
2023 Q2	$472	Buy	+18	New	+$477	﹤0.01%	352
2023 Q1	–	Sell	-320	Closed	-$8.29K	–	340
2022 Q4	$8.29K	Buy	+320	New	+$8.37K	﹤0.01%	270

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

Sage Mountain Advisors's SCHP Position: Q2 2026 in Review

Sage Mountain Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 686 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Sage Mountain Advisors first reported a position in SCHP in Q4 2022 and has held it in 13 quarters since. The position peaked at $19.3K in Q3 2024. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Sage Mountain Advisors held 686 shares of Schwab US TIPS ETF worth $18.2K as of Q2 2026.
Sage Mountain Advisors left its Schwab US TIPS ETF share count unchanged in Q2 2026.
Schwab US TIPS ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #286 holding.
Sage Mountain Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 13 quarters since.
Sage Mountain Advisors's Schwab US TIPS ETF position peaked at $19.3K in Q3 2024.
787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.