Transamerica Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.08M | Sell |
267,114
-13,318
| -5% | -$355K | 0.6% | 39 |
|
|
2026
Q1 | $7.46M | Sell |
280,432
-19,367
| -6% | -$517K | 0.64% | 38 |
|
|
2025
Q4 | $7.94M | Sell |
299,799
-32,690
| -10% | -$877K | 0.66% | 37 |
|
|
2025
Q3 | $8.96M | Buy |
332,489
+2,648
| +0.8% | +$70.9K | 0.74% | 28 |
|
|
2025
Q2 | $8.8M | Sell |
329,841
-5,630
| -2% | -$149K | 0.83% | 25 |
|
|
2025
Q1 | $9.02M | Buy |
335,471
+18,924
| +6% | +$498K | 0.92% | 18 |
|
|
2024
Q4 | $8.18M | Sell |
316,547
-17,497
| -5% | -$460K | 0.81% | 23 |
|
|
2024
Q3 | $8.96M | Buy |
334,044
+15,576
| +5% | +$411K | 0.87% | 19 |
|
|
2024
Q2 | $8.28M | Hold |
318,468
| – | – | 0.88% | 20 |
|
|
2024
Q1 | $8.31M | Buy |
318,468
+318,436
| +995,113% | +$8.26M | 0.85% | 20 |
|
|
2023
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 565 |
|
|
2023
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 586 |
|
|
2023
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 557 |
|
|
2023
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 542 |
|
|
2022
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 625 |
|
|
2022
Q3 | $1K | Sell |
32
-90
| -74% | -$2.5K | ﹤0.01% | 589 |
|
|
2022
Q2 | $4K | Buy |
+122
| New | +$3.54K | ﹤0.01% | 357 |
|
|
2020
Q3 | – | Sell |
-54
| Closed | -$2K | – | 419 |
|
|
2020
Q2 | $2K | Buy |
+54
| New | +$1.6K | ﹤0.01% | 319 |
|
|
2020
Q1 | – | Sell |
-32
| Closed | -$1K | – | 139 |
|
|
2019
Q4 | $1K | Buy |
+32
| New | +$907 | 0.01% | 117 |
|
|
2019
Q3 | – | Sell |
-88,884
| Closed | -$2.5M | – | 446 |
|
|
2019
Q2 | $2.5M | Buy |
+88,884
| New | +$2.46M | 0.54% | 44 |
|
|
2019
Q1 | – | Sell |
-78,074
| Closed | -$2.08M | – | 390 |
|
|
2018
Q4 | $2.08M | Buy |
78,074
+5,458
| +8% | +$145K | 0.53% | 44 |
|
|
2018
Q3 | $1.96M | Sell |
72,616
-534
| -0.7% | -$14.5K | 0.42% | 62 |
|
|
2018
Q2 | $2.01M | Buy |
73,150
+714
| +1% | +$19.5K | 0.44% | 61 |
|
|
2018
Q1 | $1.99M | Buy |
72,436
+15,134
| +26% | +$414K | 0.29% | 100 |
|
|
2017
Q4 | $1.59M | Sell |
57,302
-2,504
| -4% | -$69.3K | 0.21% | 126 |
|
|
2017
Q3 | $1.65M | Sell |
59,806
-1,398
| -2% | -$38.7K | 0.2% | 125 |
|
|
2017
Q2 | $1.69M | Sell |
61,204
-16
| -0% | -$444 | 0.23% | 109 |
|
|
2017
Q1 | $1.7M | Sell |
61,220
-4,106
| -6% | -$113K | 0.2% | 129 |
|
|
2016
Q4 | $1.79M | Sell |
65,326
-1,524
| -2% | -$42.5K | 0.21% | 123 |
|
|
2016
Q3 | $1.91M | Buy |
66,850
+9,306
| +16% | +$264K | 0.21% | 120 |
|
|
2016
Q2 | $1.63M | Buy |
57,544
+4,514
| +9% | +$126K | 0.16% | 125 |
|
|
2016
Q1 | $1.47M | Buy |
53,030
+24,224
| +84% | +$655K | 0.12% | 143 |
|
|
2015
Q4 | $766K | Buy |
28,806
+3,046
| +12% | +$81.7K | 0.06% | 192 |
|
|
2015
Q3 | $692K | Buy |
25,760
+9,278
| +56% | +$250K | 0.06% | 183 |
|
|
2015
Q2 | $447K | Buy |
+16,482
| New | +$450K | 0.03% | 236 |
|
Other funds holding SCHP
MERSOM
MCM
LNC
Transamerica Financial Advisors's SCHP Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 4.7% in Q2 2026, selling an estimated $355K and leaving 267,114 shares worth $7.08M. The position accounts for 0.6% of the portfolio, ranked #39.
Transamerica Financial Advisors first reported a position in SCHP in Q2 2015 and has held it in 35 quarters since. The position peaked at $9.02M in Q1 2025. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.
- Transamerica Financial Advisors held 267,114 shares of Schwab US TIPS ETF worth $7.08M as of Q2 2026.
- Transamerica Financial Advisors sold 13,318 Schwab US TIPS ETF shares in Q2 2026, an estimated $355K.
- Schwab US TIPS ETF made up 0.6% of Transamerica Financial Advisors's portfolio in Q2 2026, its #39 holding.
- Transamerica Financial Advisors first reported a position in Schwab US TIPS ETF in Q2 2015 and has held it in 35 quarters since.
- Transamerica Financial Advisors's Schwab US TIPS ETF position peaked at $9.02M in Q1 2025.
- 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.