Signature Estate & Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Signature Estate & 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	$1.14M	Sell	42,840 -1,606	-4%	-$42.9K	0.02%	247
2026 Q1	$1.18M	Sell	44,446 -1,769	-4%	-$47.2K	0.02%	246
2025 Q4	$1.22M	Sell	46,215 -29,465	-39%	-$790K	0.02%	229
2025 Q3	$2.04M	Buy	75,680 +894	+1%	+$23.9K	0.04%	163
2025 Q2	$2M	Buy	74,786 +733	+1%	+$19.4K	0.05%	151
2025 Q1	$1.99M	Buy	74,053 +32,234	+77%	+$848K	0.05%	141
2024 Q4	$1.08M	Buy	41,819 +14,131	+51%	+$371K	0.03%	202
2024 Q3	$742K	Sell	27,688 -754	-3%	-$19.9K	0.02%	243
2024 Q2	$740K	Buy	28,442 +16,792	+144%	+$434K	0.02%	242
2024 Q1	$304K	Buy	+11,650	New	+$302K	0.01%	140

Other funds holding SCHP

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Signature Estate & Investment Advisors's SCHP Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 3.6% in Q2 2026, selling an estimated $42.9K and leaving 42,840 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #247.

Signature Estate & Investment Advisors first reported a position in SCHP in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.04M in Q3 2025. 504 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Signature Estate & Investment Advisors held 42,840 shares of Schwab US TIPS ETF worth $1.14M as of Q2 2026.
Signature Estate & Investment Advisors sold 1,606 Schwab US TIPS ETF shares in Q2 2026, an estimated $42.9K.
Schwab US TIPS ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #247 holding.
Signature Estate & Investment Advisors first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 10 quarters since.
Signature Estate & Investment Advisors's Schwab US TIPS ETF position peaked at $2.04M in Q3 2025.
504 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.