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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
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 $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Soltis Investment Advisors's SCHP Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 14% in Q1 2026, selling an estimated $260K and leaving 57,831 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #172.

Soltis Investment Advisors first reported a position in SCHP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.51M in Q3 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Soltis Investment Advisors held 57,831 shares of Schwab US TIPS ETF worth $1.54M as of Q1 2026.
  • Soltis Investment Advisors sold 9,731 Schwab US TIPS ETF shares in Q1 2026, an estimated $260K.
  • Schwab US TIPS ETF made up 0.1% of Soltis Investment Advisors's portfolio in Q1 2026, its #172 holding.
  • Soltis Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Schwab US TIPS ETF position peaked at $2.51M in Q3 2023.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.