SWP
SCHP icon

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

Stratos Wealth Partners’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 		$4.54M Buy
171,441
+11,816
+7% +$315K 0.05% 369
2026
Q1 		$4.25M Buy
159,625
+1,136
+0.7% +$30.3K 0.05% 370
2025
Q4 		$4.2M Sell
158,489
-12,196
-7% -$327K 0.05% 364
2025
Q3 		$4.6M Buy
170,685
+19,847
+13% +$531K 0.05% 333
2025
Q2 		$4.02M Sell
150,838
-3,315
-2% -$87.7K 0.05% 332
2025
Q1 		$4.15M Buy
154,153
+5,942
+4% +$156K 0.06% 295
2024
Q4 		$3.83M Buy
148,211
+51,289
+53% +$1.35M 0.05% 326
2024
Q3 		$2.6M Sell
96,922
-16,418
-14% -$434K 0.04% 401
2024
Q2 		$2.95M Sell
113,340
-21,232
-16% -$549K 0.05% 351
2024
Q1 		$3.51M Buy
134,572
+26,768
+25% +$694K 0.06% 312
2023
Q4 		$2.81M Buy
107,804
+42,716
+66% +$1.09M 0.05% 331
2023
Q3 		$1.64M Buy
65,088
+604
+0.9% +$15.6K 0.04% 417
2023
Q2 		$1.69M Buy
64,484
+13,350
+26% +$354K 0.04% 382
2023
Q1 		$1.37M Buy
+51,134
New +$1.35M 0.04% 401
2018
Q4 		– Sell
-4,482
Closed -$121K – 2196
2018
Q3 		$121K Sell
4,482
-3,350
-43% -$91.2K 0.01% 1040
2018
Q2 		$215K Sell
7,832
-296
-4% -$8.08K 0.01% 873
2018
Q1 		$223K Buy
8,128
+4,024
+98% +$110K 0.01% 854
2017
Q4 		$114K Buy
+4,104
New +$114K 0.01% 1113
2017
Q1 		– Sell
-24,774
Closed -$679K – 853
2016
Q4 		$679K Buy
24,774
+16,570
+202% +$462K 0.04% 325
2016
Q3 		$234K Buy
+8,204
New +$232K 0.02% 572

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

Stratos Wealth Partners's SCHP Position: Q2 2026 in Review

Stratos Wealth Partners increased its Schwab US TIPS ETF (SCHP) stake by 7.4% in Q2 2026, buying an estimated $315K and bringing the position to 171,441 shares worth $4.54M. The position accounts for 0.05% of the portfolio, ranked #369.

Stratos Wealth Partners first reported a position in SCHP in Q3 2016 and has held it in 20 quarters since. The position peaked at $4.6M in Q3 2025. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Stratos Wealth Partners held 171,441 shares of Schwab US TIPS ETF worth $4.54M as of Q2 2026.
  • Stratos Wealth Partners bought 11,816 Schwab US TIPS ETF shares in Q2 2026, an estimated $315K.
  • Schwab US TIPS ETF made up 0.05% of Stratos Wealth Partners's portfolio in Q2 2026, its #369 holding.
  • Stratos Wealth Partners first reported a position in Schwab US TIPS ETF in Q3 2016 and has held it in 20 quarters since.
  • Stratos Wealth Partners's Schwab US TIPS ETF position peaked at $4.6M in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.