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

Strategic 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	$216K	Buy	8,136 +210	+3%	+$5.6K	0.01%	303
2026 Q1	$211K	Buy	+7,926	New	+$211K	0.01%	305
2022 Q3	–	Sell	-20,292	Closed	-$566K	–	201
2022 Q2	$566K	Buy	20,292 +140	+0.7%	+$4.06K	0.11%	139
2022 Q1	$612K	Buy	20,152 +1,200	+6%	+$36.8K	0.12%	140
2021 Q4	$596K	Sell	18,952 -1,058	-5%	-$33.3K	0.12%	147
2021 Q3	$626K	Sell	20,010 -52	-0.3%	-$1.64K	0.14%	139
2021 Q2	$627K	Buy	20,062 +1,452	+8%	+$45K	0.14%	144
2021 Q1	$569K	Buy	18,610 +966	+5%	+$29.8K	0.15%	118
2020 Q4	$548K	Buy	+17,644	New	+$542K	0.16%	116

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

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

Strategic Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 2.6% in Q2 2026, buying an estimated $5.6K and bringing the position to 8,136 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #303.

Strategic Investment Advisors first reported a position in SCHP in Q4 2020 and has held it in 9 quarters since. The position peaked at $627K in Q2 2021. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Strategic Investment Advisors held 8,136 shares of Schwab US TIPS ETF worth $216K as of Q2 2026.
Strategic Investment Advisors bought 210 Schwab US TIPS ETF shares in Q2 2026, an estimated $5.6K.
Schwab US TIPS ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #303 holding.
Strategic Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 9 quarters since.
Strategic Investment Advisors's Schwab US TIPS ETF position peaked at $627K in Q2 2021.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.