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 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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TrueWealth Advisors's SCHP Position: Q2 2026 in Review

TrueWealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 0.44% in Q2 2026, buying an estimated $5.5K and bringing the position to 47,262 shares worth $1.25M. The position accounts for 0.28% of the portfolio, ranked #66.

TrueWealth Advisors first reported a position in SCHP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.14M in Q4 2023. 159 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

TrueWealth Advisors held 47,262 shares of Schwab US TIPS ETF worth $1.25M as of Q2 2026.
TrueWealth Advisors bought 206 Schwab US TIPS ETF shares in Q2 2026, an estimated $5.5K.
Schwab US TIPS ETF made up 0.28% of TrueWealth Advisors's portfolio in Q2 2026, its #66 holding.
TrueWealth Advisors first reported a position in Schwab US TIPS ETF in Q2 2022 and has held it in 17 quarters since.
TrueWealth Advisors's Schwab US TIPS ETF position peaked at $2.14M in Q4 2023.
159 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.