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TrueWealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

TrueWealth 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
Q3 		$1.17M Sell
46,627
-635
-1% -$16.4K 0.26% 71
2026
Q2 		$1.25M Buy
47,262
+206
+0.4% +$5.5K 0.28% 66
2026
Q1 		$1.25M Sell
47,056
-1,314
-3% -$35.1K 0.32% 59
2025
Q4 		$1.28M Sell
48,370
-3,511
-7% -$94.2K 0.33% 57
2025
Q3 		$1.4M Buy
51,881
+980
+2% +$26.2K 0.38% 53
2025
Q2 		$1.36M Sell
50,901
-8,738
-15% -$231K 0.4% 52
2025
Q1 		$1.6M Sell
59,639
-7,742
-11% -$204K 0.53% 42
2024
Q4 		$1.74M Sell
67,381
-2,527
-4% -$66.4K 0.58% 39
2024
Q3 		$1.87M Buy
69,908
+632
+0.9% +$16.7K 0.63% 33
2024
Q2 		$1.8M Sell
69,276
-8,862
-11% -$229K 0.67% 32
2024
Q1 		$2.04M Sell
78,138
-3,868
-5% -$100K 0.79% 29
2023
Q4 		$2.14M Sell
82,006
-2,598
-3% -$66.1K 0.83% 27
2023
Q3 		$2.14M Buy
84,604
+3,276
+4% +$84.4K 0.9% 24
2023
Q2 		$2.13M Buy
81,328
+6,002
+8% +$159K 0.88% 26
2023
Q1 		$2.02M Buy
75,326
+16,038
+27% +$422K 0.85% 28
2022
Q4 		$1.54M Buy
59,288
+13,412
+29% +$351K 0.67% 33
2022
Q3 		$1.19M Buy
45,876
+25,484
+125% +$708K 0.56% 35
2022
Q2 		$569K Buy
+20,392
New +$592K 0.26% 79

Other funds holding SCHP

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

TrueWealth Advisors's SCHP Position: Q3 2026 in Review

TrueWealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 1.3% in Q3 2026, selling an estimated $16.4K and leaving 46,627 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #71.

TrueWealth Advisors first reported a position in SCHP in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.14M in Q4 2023. 501 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • TrueWealth Advisors held 46,627 shares of Schwab US TIPS ETF worth $1.17M as of Q3 2026.
  • TrueWealth Advisors sold 635 Schwab US TIPS ETF shares in Q3 2026, an estimated $16.4K.
  • Schwab US TIPS ETF made up 0.26% of TrueWealth Advisors's portfolio in Q3 2026, its #71 holding.
  • TrueWealth Advisors first reported a position in Schwab US TIPS ETF in Q2 2022 and has held it in 18 quarters since.
  • TrueWealth Advisors's Schwab US TIPS ETF position peaked at $2.14M in Q4 2023.
  • 501 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.