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SRH Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

SRH 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 		$326K Sell
12,300
-650
-5% -$17.3K 0.08% 43
2026
Q1 		$345K Sell
12,950
-830
-6% -$22.1K 0.1% 38
2025
Q4 		$365K Sell
13,780
-6,688
-33% -$179K 0.11% 40
2025
Q3 		$552K Sell
20,468
-370
-2% -$9.9K 0.16% 30
2025
Q2 		$556K Hold
20,838
– – 0.17% 29
2025
Q1 		$560K Sell
20,838
-17,010
-45% -$447K 0.17% 28
2024
Q4 		$978K Sell
37,848
-5,336
-12% -$140K 0.29% 23
2024
Q3 		$1.16M Sell
43,184
-4,454
-9% -$118K 0.35% 20
2024
Q2 		$1.24M Sell
47,638
-4,290
-8% -$111K 0.41% 19
2024
Q1 		$1.35M Sell
51,928
-400
-0.8% -$10.4K 0.43% 18
2023
Q4 		$1.37M Sell
52,328
-6,252
-11% -$159K 0.48% 18
2023
Q3 		$1.48M Hold
58,580
– – 0.72% 17
2023
Q2 		$1.57M Hold
58,580
– – 0.84% 16
2023
Q1 		$1.57M Sell
58,580
-880
-1% -$23.2K 0.84% 16
2022
Q4 		$1.54M Sell
59,460
-606
-1% -$15.9K 0.85% 17
2022
Q3 		$1.56M Sell
60,066
-3,200
-5% -$89K 2.03% 15
2022
Q2 		$1.76M Buy
63,266
+2,524
+4% +$73.2K 2.18% 13
2022
Q1 		$1.84M Buy
60,742
+1,680
+3% +$51.5K 2.05% 14
2021
Q4 		$1.86M Hold
59,062
– – 2.11% 13
2021
Q3 		$1.85M Sell
59,062
-1,240
-2% -$39.1K 2.25% 12
2021
Q2 		$1.89M Buy
60,302
+15,332
+34% +$475K 2.35% 12
2021
Q1 		$1.38M Buy
44,970
+2,000
+5% +$61.6K 1.96% 14
2020
Q4 		$1.33M Hold
42,970
– – 2.21% 11
2020
Q3 		$1.32M Buy
42,970
+4,800
+13% +$147K 2.55% 10
2020
Q2 		$1.15M Buy
38,170
+2,600
+7% +$77K 2.85% 10
2020
Q1 		$1.02M Hold
35,570
– – 2.84% 10
2019
Q4 		$1.01M Hold
35,570
– – 3.23% 6
2019
Q3 		$1.01M Hold
35,570
– – 3.4% 6
2019
Q2 		$1M Hold
35,570
– – 3.41% 6
2019
Q1 		$978K Sell
35,570
-180
-0.5% -$4.86K 3.47% 7
2018
Q4 		$952K Sell
35,750
-5,730
-14% -$152K 3.64% 6
2018
Q3 		$1.12M Buy
41,480
+3,220
+8% +$87.7K 3.83% 6
2018
Q2 		$1.05M Buy
38,260
+584
+2% +$15.9K 3.94% 6
2018
Q1 		$1.03M Hold
37,676
– – 4.1% 6
2017
Q4 		$1.04M Buy
37,676
+2,950
+8% +$81.6K 4.13% 6
2017
Q3 		$959K Hold
34,726
– – 4.07% 5
2017
Q2 		$956K Buy
34,726
+330
+1% +$9.15K 4.55% 4
2017
Q1 		$955K Buy
34,396
+6,190
+22% +$171K 4.46% 5
2016
Q4 		$773K Buy
28,206
+8,560
+44% +$239K 3.84% 7
2016
Q3 		$561K Buy
19,646
+1,410
+8% +$40K 2.93% 8
2016
Q2 		$515K Buy
18,236
+1,366
+8% +$38K 2.74% 8
2016
Q1 		$468K Buy
16,870
+2,800
+20% +$75.7K 2.58% 9
2015
Q4 		$374K Buy
14,070
+1,990
+16% +$53.4K 2.2% 10
2015
Q3 		$324K Buy
12,080
+6,810
+129% +$184K 1.9% 11
2015
Q2 		$143K Buy
5,270
+870
+20% +$23.8K 0.9% 28
2015
Q1 		$121K Hold
4,400
– – 0.8% 34
2014
Q4 		$119K Buy
+4,400
New +$120K 0.81% 34

Other funds holding SCHP

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

SRH Advisors's SCHP Position: Q2 2026 in Review

SRH Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 5% in Q2 2026, selling an estimated $17.3K and leaving 12,300 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #43.

SRH Advisors first reported a position in SCHP in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.89M in Q2 2021. 369 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • SRH Advisors held 12,300 shares of Schwab US TIPS ETF worth $326K as of Q2 2026.
  • SRH Advisors sold 650 Schwab US TIPS ETF shares in Q2 2026, an estimated $17.3K.
  • Schwab US TIPS ETF made up 0.08% of SRH Advisors's portfolio in Q2 2026, its #43 holding.
  • SRH Advisors first reported a position in Schwab US TIPS ETF in Q4 2014 and has held it in 47 quarters since.
  • SRH Advisors's Schwab US TIPS ETF position peaked at $1.89M in Q2 2021.
  • 369 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.