SGL Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

SGL Investment 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	$1.34M	Buy	51,824 +9,705	+23%	+$259K	0.46%	47
2026 Q1	$1.13M	Buy	42,119 +11,846	+39%	+$316K	0.42%	53
2025 Q4	$807K	Buy	30,273 +5,194	+21%	+$139K	0.32%	69
2025 Q3	$673K	Buy	25,079 +6,585	+36%	+$176K	0.28%	76
2025 Q2	$490K	Buy	18,494 +1,936	+12%	+$51.2K	0.23%	76
2025 Q1	$438K	Buy	16,558 +3,296	+25%	+$86.7K	0.23%	74
2024 Q4	$346K	Sell	13,262 -13,166	-50%	-$346K	0.17%	84
2024 Q3	$345K	Buy	+26,428	New	+$698K	0.18%	78

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

SGL Investment Advisors's SCHP Position: Q2 2026 in Review

SGL Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 23% in Q2 2026, buying an estimated $259K and bringing the position to 51,824 shares worth $1.34M. The position accounts for 0.46% of the portfolio, ranked #47.

SGL Investment Advisors first reported a position in SCHP in Q3 2024 and has held it in 8 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

SGL Investment Advisors held 51,824 shares of Schwab US TIPS ETF worth $1.34M as of Q2 2026.
SGL Investment Advisors bought 9,705 Schwab US TIPS ETF shares in Q2 2026, an estimated $259K.
Schwab US TIPS ETF made up 0.46% of SGL Investment Advisors's portfolio in Q2 2026, its #47 holding.
SGL Investment Advisors first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 8 quarters since.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.