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

QCM

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 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. 171 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.
171 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.