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Sequoia Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Sequoia Financial 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
-9,303
Closed -$248K – 2239
2026
Q1 		$248K Buy
9,303
+1,511
+19% +$40.3K ﹤0.01% 1675
2025
Q4 		$206K Sell
7,792
-1,749
-18% -$46.9K ﹤0.01% 1793
2025
Q3 		$257K Buy
9,541
+423
+5% +$11.3K ﹤0.01% 1481
2025
Q2 		$243K Sell
9,118
-1,345
-13% -$35.6K ﹤0.01% 1378
2025
Q1 		$281K Sell
10,463
-50,910
-83% -$1.34M ﹤0.01% 1091
2024
Q4 		$1.59M Buy
61,373
+151
+0.2% +$3.97K 0.02% 466
2024
Q3 		$1.64M Sell
61,222
-418
-0.7% -$11K 0.02% 419
2024
Q2 		$1.6M Sell
61,640
-696
-1% -$18K 0.02% 376
2024
Q1 		$1.63M Sell
62,336
-582
-0.9% -$15.1K 0.02% 366
2023
Q4 		$1.64M Sell
62,918
-2,404
-4% -$61.2K 0.02% 405
2023
Q3 		$1.65M Sell
65,322
-568
-0.9% -$14.6K 0.03% 251
2023
Q2 		$1.73M Sell
65,890
-5,264
-7% -$140K 0.03% 261
2023
Q1 		$1.91M Buy
71,154
+422
+0.6% +$11.1K 0.04% 218
2022
Q4 		$1.83M Sell
70,732
-1,380
-2% -$36.1K 0.05% 209
2022
Q3 		$1.87M Sell
72,112
-2,744
-4% -$76.3K 0.06% 158
2022
Q2 		$2.09M Buy
74,856
+2,190
+3% +$63.6K 0.06% 171
2022
Q1 		$2.21M Buy
72,666
+9,176
+14% +$281K 0.06% 184
2021
Q4 		$2M Buy
+63,490
New +$2M 0.05% 180

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Sequoia Financial Advisors's SCHP Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 9,303 shares — an estimated $248K sold.

Sequoia Financial Advisors first reported a position in SCHP in Q4 2021 and held it in 18 quarters. The position peaked at $2.21M in Q1 2022. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 9,303 Schwab US TIPS ETF shares in Q2 2026, an estimated $248K.
  • Sequoia Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 18 quarters.
  • Sequoia Financial Advisors's Schwab US TIPS ETF position peaked at $2.21M in Q1 2022.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.