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Stratos Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Stratos 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
2025
Q4 		– Sell
-160,763
Closed -$4.33M – 704
2025
Q3 		$4.33M Buy
160,763
+2,543
+2% +$68.1K 0.21% 117
2025
Q2 		$4.22M Sell
158,220
-720
-0.5% -$19.1K 0.22% 115
2025
Q1 		$4.27M Buy
158,940
+9,292
+6% +$244K 0.23% 100
2024
Q4 		$3.87M Sell
149,648
-7,240
-5% -$190K 0.18% 123
2024
Q3 		$4.21M Sell
156,888
-11,882
-7% -$314K 0.19% 114
2024
Q2 		$4.39M Buy
168,770
+5,352
+3% +$138K 0.22% 104
2024
Q1 		$4.26M Buy
163,418
+16,028
+11% +$416K 0.25% 95
2023
Q4 		$3.85M Sell
147,390
-40,406
-22% -$1.03M 0.22% 133
2023
Q3 		$4.74M Buy
187,796
+99,272
+112% +$2.56M 0.31% 90
2023
Q2 		$2.32M Sell
88,524
-6,740
-7% -$179K 0.16% 169
2023
Q1 		$2.55M Sell
95,264
-73,538
-44% -$1.94M 0.2% 142
2022
Q4 		$4.37M Buy
168,802
+154,570
+1,086% +$4.04M 0.36% 74
2022
Q3 		$369K Sell
14,232
-23,928
-63% -$665K 0.04% 396
2022
Q2 		$1.06M Sell
38,160
-13,468
-26% -$391K 0.1% 265
2022
Q1 		$1.57M Sell
51,628
-47,652
-48% -$1.46M 0.13% 199
2021
Q4 		$3.12M Sell
99,280
-3,338
-3% -$105K 0.22% 134
2021
Q3 		$3.21M Buy
102,618
+36,224
+55% +$1.14M 0.27% 105
2021
Q2 		$2.08M Buy
66,394
+3,726
+6% +$116K 0.18% 149
2021
Q1 		$1.92M Buy
+62,668
New +$1.93M 0.2% 134

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stratos Wealth Advisors's SCHP Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 160,763 shares — an estimated $4.33M sold.

Stratos Wealth Advisors first reported a position in SCHP in Q1 2021 and held it in 19 quarters. The position peaked at $4.74M in Q3 2023. 713 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Stratos Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 160,763 Schwab US TIPS ETF shares in Q4 2025, an estimated $4.33M.
  • Stratos Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 19 quarters.
  • Stratos Wealth Advisors's Schwab US TIPS ETF position peaked at $4.74M in Q3 2023.
  • 713 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.