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Silver Oak Securities’s Schwab US TIPS ETF SCHP Stock Holding History

Silver Oak Securities’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 		$2.88M Buy
108,855
+1,600
+1% +$42.7K 0.18% 129
2026
Q1 		$2.85M Buy
107,255
+1,062
+1% +$28.3K 0.21% 104
2025
Q4 		$2.82M Buy
106,193
+2,386
+2% +$64K 0.19% 119
2025
Q3 		$2.8M Sell
103,807
-19,032
-15% -$509K 0.21% 109
2025
Q2 		$3.28M Buy
122,839
+19,172
+18% +$507K 0.27% 79
2025
Q1 		$2.78M Buy
103,667
+206
+0.2% +$5.42K 0.25% 84
2024
Q4 		$2.67M Sell
103,461
-12,599
-11% -$331K 0.25% 89
2024
Q3 		$3.11M Buy
116,060
+111,406
+2,394% +$2.94M 0.33% 68
2024
Q2 		$121K Sell
4,654
-14,774
-76% -$382K 0.02% 420
2024
Q1 		$507K Sell
19,428
-51,734
-73% -$1.34M 0.08% 231
2023
Q4 		$1.86M Buy
71,162
+68,374
+2,452% +$1.74M 0.25% 86
2023
Q3 		$70.4K Sell
2,788
-42,160
-94% -$1.09M 0.02% 361
2023
Q2 		$1.18M Buy
+44,948
New +$1.19M 0.19% 109
2022
Q4 		– Sell
-2,788
Closed -$70.4K – 451
2022
Q3 		$70.4K Sell
2,788
-4,724
-63% -$131K 0.02% 361
2022
Q2 		$213K Buy
7,512
+274
+4% +$7.95K 0.05% 252
2022
Q1 		$215K Buy
+7,238
New +$222K 0.04% 279

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

Silver Oak Securities's SCHP Position: Q2 2026 in Review

Silver Oak Securities increased its Schwab US TIPS ETF (SCHP) stake by 1.5% in Q2 2026, buying an estimated $42.7K and bringing the position to 108,855 shares worth $2.88M. The position accounts for 0.18% of the portfolio, ranked #129.

Silver Oak Securities first reported a position in SCHP in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.28M in Q2 2025. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Silver Oak Securities held 108,855 shares of Schwab US TIPS ETF worth $2.88M as of Q2 2026.
  • Silver Oak Securities bought 1,600 Schwab US TIPS ETF shares in Q2 2026, an estimated $42.7K.
  • Schwab US TIPS ETF made up 0.18% of Silver Oak Securities's portfolio in Q2 2026, its #129 holding.
  • Silver Oak Securities first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 16 quarters since.
  • Silver Oak Securities's Schwab US TIPS ETF position peaked at $3.28M in Q2 2025.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.