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
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 – 2197
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 $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 $1.47T 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 $5.42B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return