United Advisor Group’s Schwab US TIPS ETF SCHP Stock Holding History

United Advisor Group’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	$2.08M	Buy	78,609 +2,976	+4%	+$79.4K	0.22%	120
2026 Q1	$2.01M	Buy	75,633 +9,084	+14%	+$242K	0.25%	108
2025 Q4	$1.76M	Buy	66,549 +5,752	+9%	+$154K	0.22%	113
2025 Q3	$1.64M	Buy	60,797 +4,056	+7%	+$109K	0.22%	106
2025 Q2	$1.51M	Buy	56,741 +38,436	+210%	+$1.02M	0.26%	97
2025 Q1	$492K	Buy	18,305 +3,584	+24%	+$94.2K	0.1%	188
2024 Q4	$380K	Buy	+14,721	New	+$387K	0.08%	242

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

United Advisor Group's SCHP Position: Q2 2026 in Review

United Advisor Group increased its Schwab US TIPS ETF (SCHP) stake by 3.9% in Q2 2026, buying an estimated $79.4K and bringing the position to 78,609 shares worth $2.08M. The position accounts for 0.22% of the portfolio, ranked #120.

United Advisor Group first reported a position in SCHP in Q4 2024 and has held it in 7 quarters since. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

United Advisor Group held 78,609 shares of Schwab US TIPS ETF worth $2.08M as of Q2 2026.
United Advisor Group bought 2,976 Schwab US TIPS ETF shares in Q2 2026, an estimated $79.4K.
Schwab US TIPS ETF made up 0.22% of United Advisor Group's portfolio in Q2 2026, its #120 holding.
United Advisor Group first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.