Valmark Advisers’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 | $6.27M | Buy |
236,754
+6,421
| +3% | +$171K | 0.07% | 135 |
|
|
2026
Q1 | $6.13M | Buy |
230,333
+7,290
| +3% | +$194K | 0.07% | 114 |
|
|
2025
Q4 | $5.91M | Buy |
223,043
+969
| +0.4% | +$26K | 0.07% | 118 |
|
|
2025
Q3 | $5.98M | Buy |
222,074
+3,405
| +2% | +$91.1K | 0.08% | 108 |
|
|
2025
Q2 | $5.83M | Sell |
218,669
-4,047
| -2% | -$107K | 0.08% | 105 |
|
|
2025
Q1 | $5.99M | Sell |
222,716
-7,553
| -3% | -$199K | 0.09% | 97 |
|
|
2024
Q4 | $5.95M | Sell |
230,269
-8,449
| -4% | -$222K | 0.09% | 98 |
|
|
2024
Q3 | $6.4M | Sell |
238,718
-2,282
| -0.9% | -$60.3K | 0.1% | 89 |
|
|
2024
Q2 | $6.27M | Sell |
241,000
-2,594
| -1% | -$67.1K | 0.11% | 86 |
|
|
2024
Q1 | $6.35M | Sell |
243,594
-24
| -0% | -$623 | 0.11% | 80 |
|
|
2023
Q4 | $6.36M | Sell |
243,618
-68
| -0% | -$1.73K | 0.12% | 73 |
|
|
2023
Q3 | $6.15M | Buy |
243,686
+7,152
| +3% | +$184K | 0.13% | 66 |
|
|
2023
Q2 | $6.2M | Sell |
236,534
-2,200
| -0.9% | -$58.3K | 0.13% | 65 |
|
|
2023
Q1 | $6.4M | Sell |
238,734
-834
| -0.3% | -$21.9K | 0.14% | 61 |
|
|
2022
Q4 | $6.2M | Sell |
239,568
-1,754
| -0.7% | -$45.9K | 0.14% | 60 |
|
|
2022
Q3 | $6.25M | Sell |
241,322
-199,268
| -45% | -$5.54M | 0.13% | 58 |
|
|
2022
Q2 | $12.3M | Buy |
440,590
+177,690
| +68% | +$5.16M | 0.24% | 47 |
|
|
2022
Q1 | $7.98M | Buy |
262,900
+13,298
| +5% | +$408K | 0.14% | 57 |
|
|
2021
Q4 | $7.85M | Buy |
249,602
+29,388
| +13% | +$925K | 0.14% | 55 |
|
|
2021
Q3 | $6.89M | Buy |
220,214
+30,284
| +16% | +$956K | 0.13% | 52 |
|
|
2021
Q2 | $5.94M | Buy |
189,930
+27,570
| +17% | +$855K | 0.11% | 55 |
|
|
2021
Q1 | $4.96M | Buy |
162,360
+34,120
| +27% | +$1.05M | 0.1% | 58 |
|
|
2020
Q4 | $3.98M | Buy |
128,240
+31,474
| +33% | +$967K | 0.08% | 62 |
|
|
2020
Q3 | $2.98M | Buy |
96,766
+16,232
| +20% | +$497K | 0.07% | 72 |
|
|
2020
Q2 | $2.42M | Buy |
80,534
+12,342
| +18% | +$366K | 0.06% | 75 |
|
|
2020
Q1 | $1.96M | Buy |
68,192
+2,916
| +4% | +$83.5K | 0.05% | 70 |
|
|
2019
Q4 | $1.85M | Buy |
65,276
+5,212
| +9% | +$148K | 0.04% | 70 |
|
|
2019
Q3 | $1.71M | Buy |
60,064
+3,118
| +5% | +$88.4K | 0.04% | 73 |
|
|
2019
Q2 | $1.6M | Buy |
56,946
+3,782
| +7% | +$105K | 0.04% | 75 |
|
|
2019
Q1 | $1.46M | Buy |
53,164
+14,964
| +39% | +$404K | 0.03% | 72 |
|
|
2018
Q4 | $1.02M | Buy |
38,200
+3,678
| +11% | +$97.8K | 0.02% | 86 |
|
|
2018
Q3 | $931K | Buy |
34,522
+9,432
| +38% | +$257K | 0.02% | 91 |
|
|
2018
Q2 | $689K | Buy |
25,090
+6,554
| +35% | +$179K | 0.02% | 103 |
|
|
2018
Q1 | $509K | Buy |
18,536
+7,580
| +69% | +$207K | 0.01% | 112 |
|
|
2017
Q4 | $304K | Buy |
+10,956
| New | +$303K | 0.01% | 147 |
|
Other funds holding SCHP
MERSOM
MCM
LNC
Valmark Advisers's SCHP Position: Q2 2026 in Review
Valmark Advisers increased its Schwab US TIPS ETF (SCHP) stake by 2.8% in Q2 2026, buying an estimated $171K and bringing the position to 236,754 shares worth $6.27M. The position accounts for 0.07% of the portfolio, ranked #135.
Valmark Advisers first reported a position in SCHP in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.3M in Q2 2022. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.
- Valmark Advisers held 236,754 shares of Schwab US TIPS ETF worth $6.27M as of Q2 2026.
- Valmark Advisers bought 6,421 Schwab US TIPS ETF shares in Q2 2026, an estimated $171K.
- Schwab US TIPS ETF made up 0.07% of Valmark Advisers's portfolio in Q2 2026, its #135 holding.
- Valmark Advisers first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 35 quarters since.
- Valmark Advisers's Schwab US TIPS ETF position peaked at $12.3M in Q2 2022.
- 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.