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

Soltis 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 		$1.38M Sell
51,917
-5,914
-10% -$158K 0.08% 202
2026
Q1 		$1.54M Sell
57,831
-9,731
-14% -$260K 0.1% 172
2025
Q4 		$1.79M Buy
67,562
+8,463
+14% +$227K 0.12% 152
2025
Q3 		$1.59M Buy
59,099
+261
+0.4% +$6.99K 0.11% 164
2025
Q2 		$1.57M Sell
58,838
-2,625
-4% -$69.5K 0.12% 144
2025
Q1 		$1.65M Sell
61,463
-11,595
-16% -$305K 0.15% 140
2024
Q4 		$1.89M Buy
73,058
+2,206
+3% +$58K 0.17% 127
2024
Q3 		$1.9M Sell
70,852
-12,140
-15% -$321K 0.19% 121
2024
Q2 		$2.16M Buy
82,992
+5,286
+7% +$137K 0.23% 112
2024
Q1 		$2.03M Buy
77,706
+4,562
+6% +$118K 0.23% 118
2023
Q4 		$1.91M Sell
73,144
-26,116
-26% -$664K 0.22% 114
2023
Q3 		$2.51M Buy
99,260
+5,260
+6% +$136K 0.32% 92
2023
Q2 		$2.46M Buy
94,000
+1,444
+2% +$38.3K 0.29% 95
2023
Q1 		$2.48M Buy
92,556
+13,848
+18% +$364K 0.32% 92
2022
Q4 		$2.04M Buy
78,708
+34,982
+80% +$915K 0.27% 100
2022
Q3 		$1.13M Sell
43,726
-410
-0.9% -$11.4K 0.17% 118
2022
Q2 		$1.23M Buy
44,136
+4,800
+12% +$139K 0.18% 113
2022
Q1 		$1.19M Sell
39,336
-19,426
-33% -$596K 0.17% 116
2021
Q4 		$1.85M Buy
58,762
+1,920
+3% +$60.5K 0.26% 87
2021
Q3 		$1.78M Sell
56,842
-904
-2% -$28.5K 0.28% 80
2021
Q2 		$1.8M Sell
57,746
-7,092
-11% -$220K 0.29% 76
2021
Q1 		$1.98M Buy
64,838
+4,334
+7% +$134K 0.36% 53
2020
Q4 		$1.88M Buy
60,504
+378
+0.6% +$11.6K 0.35% 46
2020
Q3 		$1.85M Buy
60,126
+44,616
+288% +$1.37M 0.44% 45
2020
Q2 		$465K Buy
15,510
+1,184
+8% +$35.1K 0.12% 122
2020
Q1 		$412K Buy
14,326
+3,584
+33% +$103K 0.13% 90
2019
Q4 		$304K Buy
+10,742
New +$304K 0.06% 118

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

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

Soltis Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 10% in Q2 2026, selling an estimated $158K and leaving 51,917 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #202.

Soltis Investment Advisors first reported a position in SCHP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.51M in Q3 2023. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Soltis Investment Advisors held 51,917 shares of Schwab US TIPS ETF worth $1.38M as of Q2 2026.
  • Soltis Investment Advisors sold 5,914 Schwab US TIPS ETF shares in Q2 2026, an estimated $158K.
  • Schwab US TIPS ETF made up 0.08% of Soltis Investment Advisors's portfolio in Q2 2026, its #202 holding.
  • Soltis Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Schwab US TIPS ETF position peaked at $2.51M in Q3 2023.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.