Savvy Advisors Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Savvy Advisors Inc’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	$2.93M	Sell	110,536 -6,819	-6%	-$182K	0.06%	246
2026 Q1	$3.12M	Sell	117,355 -6,406	-5%	-$171K	0.08%	185
2025 Q4	$3.28M	Buy	123,761 +103,434	+509%	+$2.77M	0.11%	137
2025 Q3	$548K	Buy	20,327 +6,445	+46%	+$172K	0.03%	405
2025 Q2	$370K	Buy	13,882 +767	+6%	+$20.3K	0.02%	436
2025 Q1	$353K	Sell	13,115 -14,005	-52%	-$368K	0.04%	353
2024 Q4	$701K	Buy	27,120 +7,882	+41%	+$207K	0.08%	195
2024 Q3	$516K	Sell	19,238 -35,588	-65%	-$940K	0.1%	178
2024 Q2	$1.43M	Buy	54,826 +26,512	+94%	+$685K	0.46%	46
2024 Q1	$738K	Sell	28,314 -5,916	-17%	-$153K	0.43%	58
2023 Q4	$893K	Buy	+34,230	New	+$871K	0.87%	23

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

Savvy Advisors Inc's SCHP Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Schwab US TIPS ETF (SCHP) stake by 5.8% in Q2 2026, selling an estimated $182K and leaving 110,536 shares worth $2.93M. The position accounts for 0.06% of the portfolio, ranked #246.

Savvy Advisors Inc first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.28M in Q4 2025. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Savvy Advisors Inc held 110,536 shares of Schwab US TIPS ETF worth $2.93M as of Q2 2026.
Savvy Advisors Inc sold 6,819 Schwab US TIPS ETF shares in Q2 2026, an estimated $182K.
Schwab US TIPS ETF made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #246 holding.
Savvy Advisors Inc first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Savvy Advisors Inc's Schwab US TIPS ETF position peaked at $3.28M in Q4 2025.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.