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

Waverly 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 		$4.97M Sell
187,465
-5,670
-3% -$151K 0.03% 461
2026
Q1 		$5.14M Sell
193,135
-2,043
-1% -$54.5K 0.04% 405
2025
Q4 		$5.17M Buy
195,178
+3,881
+2% +$104K 0.04% 370
2025
Q3 		$5.16M Sell
191,297
-5,571
-3% -$149K 0.05% 318
2025
Q2 		$5.25M Sell
196,868
-4,108
-2% -$109K 0.06% 301
2025
Q1 		$5.4M Buy
200,976
+148,680
+284% +$3.91M 0.07% 281
2024
Q4 		$1.35M Sell
52,296
-33,014
-39% -$868K 0.02% 462
2024
Q3 		$2.29M Sell
85,310
-31,038
-27% -$820K 0.04% 310
2024
Q2 		$3.03M Sell
116,348
-95,866
-45% -$2.48M 0.06% 252
2024
Q1 		$5.53M Buy
+212,214
New +$5.51M 0.13% 132
2017
Q3 		– Sell
-20,614
Closed -$568K – 237
2017
Q2 		$568K Sell
20,614
-526
-2% -$14.6K 0.14% 123
2017
Q1 		$587K Buy
21,140
+1,924
+10% +$53.1K 0.15% 119
2016
Q4 		$527K Buy
19,216
+378
+2% +$10.5K 0.2% 50
2016
Q3 		$538K Buy
18,838
+182
+1% +$5.16K 0.22% 45
2016
Q2 		$527K Buy
18,656
+216
+1% +$6K 0.24% 42
2016
Q1 		$512K Buy
18,440
+9,322
+102% +$252K 0.31% 41
2015
Q4 		$242K Buy
9,118
+70
+0.8% +$1.88K 0.11% 108
2015
Q3 		$243K Buy
9,048
+122
+1% +$3.29K 0.17% 49
2015
Q2 		$242K Buy
8,926
+82
+0.9% +$2.24K 0.15% 48
2015
Q1 		$243K Buy
8,844
+218
+3% +$5.98K 0.12% 43
2014
Q4 		$234K Sell
8,626
-122
-1% -$3.33K 0.12% 49
2014
Q3 		$237K Buy
8,748
+148
+2% +$4.09K 0.13% 85
2014
Q2 		$240K Sell
8,600
-94
-1% -$2.58K 0.1% 96
2014
Q1 		$235K Sell
8,694
-788
-8% -$21.2K 0.11% 94
2013
Q4 		$250K Sell
9,482
-580
-6% -$15.6K 0.09% 129
2013
Q3 		$272K Sell
10,062
-554
-5% -$14.9K 0.14% 76
2013
Q2 		$286K Buy
+10,616
New +$302K 0.17% 72

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Waverly Advisors's SCHP Position: Q2 2026 in Review

Waverly Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 2.9% in Q2 2026, selling an estimated $151K and leaving 187,465 shares worth $4.97M. The position accounts for 0.03% of the portfolio, ranked #461.

Waverly Advisors first reported a position in SCHP in Q2 2013 and has held it in 27 quarters since. The position peaked at $5.53M in Q1 2024. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Waverly Advisors held 187,465 shares of Schwab US TIPS ETF worth $4.97M as of Q2 2026.
  • Waverly Advisors sold 5,670 Schwab US TIPS ETF shares in Q2 2026, an estimated $151K.
  • Schwab US TIPS ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #461 holding.
  • Waverly Advisors first reported a position in Schwab US TIPS ETF in Q2 2013 and has held it in 27 quarters since.
  • Waverly Advisors's Schwab US TIPS ETF position peaked at $5.53M in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.