SOA Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

SOA Wealth 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	$186	Sell	7 -5	-42%	-$133	﹤0.01%	850
2026 Q1	$319	Hold	12	–	–	﹤0.01%	797
2025 Q4	$318	Hold	12	–	–	﹤0.01%	794
2025 Q3	$323	Hold	12	–	–	﹤0.01%	822
2025 Q2	$320	Hold	12	–	–	﹤0.01%	804
2025 Q1	$323	Hold	12	–	–	﹤0.01%	814
2024 Q4	$310	Buy	12 +4	+50%	+$105	﹤0.01%	805
2024 Q3	$215	Hold	8	–	–	﹤0.01%	790
2024 Q2	$208	Sell	8 -106	-93%	-$2.74K	﹤0.01%	801
2024 Q1	$2.97K	Hold	114	–	–	﹤0.01%	664
2023 Q4	$2.98K	Hold	114	–	–	﹤0.01%	654
2023 Q3	$2.88K	Hold	114	–	–	﹤0.01%	678
2023 Q2	$2.99K	Hold	114	–	–	﹤0.01%	678
2023 Q1	$3.06K	Hold	114	–	–	﹤0.01%	678
2022 Q4	$2.95K	Hold	114	–	–	﹤0.01%	691
2022 Q3	$2K	Hold	114	–	–	﹤0.01%	727
2022 Q2	$3K	Buy	114 +4	+4%	+$116	﹤0.01%	661
2022 Q1	$3K	Buy	110 +106	+2,650%	+$3.25K	﹤0.01%	767
2021 Q4	$0	Buy	4 +2	+100%	+$63	﹤0.01%	970
2021 Q3	$0	Buy	+2	New	+$63	﹤0.01%	979

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

SOA Wealth Advisors's SCHP Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 42% in Q2 2026, selling an estimated $133 and leaving 7 shares worth $186. The position accounts for ﹤0.01% of the portfolio, ranked #850.

SOA Wealth Advisors first reported a position in SCHP in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.06K in Q1 2023. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

SOA Wealth Advisors held 7 shares of Schwab US TIPS ETF worth $186 as of Q2 2026.
SOA Wealth Advisors sold 5 Schwab US TIPS ETF shares in Q2 2026, an estimated $133.
Schwab US TIPS ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #850 holding.
SOA Wealth Advisors first reported a position in Schwab US TIPS ETF in Q3 2021 and has held it in 20 quarters since.
SOA Wealth Advisors's Schwab US TIPS ETF position peaked at $3.06K in Q1 2023.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.