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Wealthcare Advisory Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Wealthcare Advisory Partners’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 		$55.4M Buy
2,090,010
+675,990
+48% +$18M 1.05% 19
2026
Q1 		$37.6M Sell
1,414,020
-8,301
-0.6% -$221K 0.73% 25
2025
Q4 		$37.7M Buy
1,422,321
+132,391
+10% +$3.55M 0.74% 25
2025
Q3 		$34.8M Buy
1,289,930
+148,297
+13% +$3.97M 0.72% 26
2025
Q2 		$30.5M Buy
1,141,633
+207,058
+22% +$5.48M 0.69% 28
2025
Q1 		$25.1M Sell
934,575
-110,122
-11% -$2.9M 0.67% 29
2024
Q4 		$27M Buy
1,044,697
+19,725
+2% +$518K 0.75% 25
2024
Q3 		$27.5M Sell
1,024,972
-266,360
-21% -$7.03M 0.78% 25
2024
Q2 		$33.6M Sell
1,291,332
-39,924
-3% -$1.03M 1.05% 20
2024
Q1 		$34.7M Buy
1,331,256
+7,440
+0.6% +$193K 1.14% 19
2023
Q4 		$34.6M Sell
1,323,816
-153,586
-10% -$3.91M 1.37% 12
2023
Q3 		$37.3M Buy
1,477,402
+64,556
+5% +$1.66M 1.71% 9
2023
Q2 		$37M Sell
1,412,846
-307,324
-18% -$8.15M 1.66% 9
2023
Q1 		$46.1M Sell
1,720,170
-79,558
-4% -$2.09M 1.98% 8
2022
Q4 		$46.6M Buy
1,799,728
+431,192
+32% +$11.3M 2.23% 6
2022
Q3 		$35.4M Sell
1,368,536
-314,802
-19% -$8.75M 2.02% 7
2022
Q2 		$47M Buy
1,683,338
+1,471,110
+693% +$42.7M 2.84% 5
2022
Q1 		$6.44M Buy
212,228
+108,690
+105% +$3.33M 0.39% 40
2021
Q4 		$3.26M Buy
103,538
+26,018
+34% +$819K 0.19% 66
2021
Q3 		$2.43M Buy
77,520
+16,540
+27% +$522K 0.16% 87
2021
Q2 		$1.91M Buy
60,980
+12,920
+27% +$401K 0.13% 109
2021
Q1 		$1.47M Buy
48,060
+3,338
+7% +$103K 0.11% 121
2020
Q4 		$1.39M Buy
44,722
+6,480
+17% +$199K 0.12% 104
2020
Q3 		$1.18M Buy
38,242
+5,418
+17% +$166K 0.13% 102
2020
Q2 		$985K Sell
32,824
-9,538
-23% -$283K 0.12% 104
2020
Q1 		$1.22M Sell
42,362
-253,044
-86% -$7.24M 0.18% 75
2019
Q4 		$8.36M Buy
295,406
+23,832
+9% +$675K 1.06% 17
2019
Q3 		$7.71M Buy
271,574
+31,264
+13% +$886K 1.12% 17
2019
Q2 		$6.77M Buy
240,310
+12,632
+6% +$350K 1.07% 16
2019
Q1 		$6.26M Buy
227,678
+178,992
+368% +$4.83M 1.07% 18
2018
Q4 		$1.3M Buy
48,686
+48,386
+16,129% +$1.29M 0.25% 57
2018
Q3 		$8K Hold
300
– – ﹤0.01% 908
2018
Q2 		$8K Hold
300
– – ﹤0.01% 903
2018
Q1 		$8K Hold
300
– – ﹤0.01% 777
2017
Q4 		$8K Hold
300
– – ﹤0.01% 722
2017
Q3 		$8K Buy
+300
New +$8.31K ﹤0.01% 589

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
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Wealthcare Advisory Partners's SCHP Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Schwab US TIPS ETF (SCHP) stake by 48% in Q2 2026, buying an estimated $18M and bringing the position to 2,090,010 shares worth $55.4M. The position accounts for 1.05% of the portfolio, ranked #19.

Wealthcare Advisory Partners first reported a position in SCHP in Q3 2017 and has held it in 36 quarters since. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Wealthcare Advisory Partners held 2,090,010 shares of Schwab US TIPS ETF worth $55.4M as of Q2 2026.
  • Wealthcare Advisory Partners bought 675,990 Schwab US TIPS ETF shares in Q2 2026, an estimated $18M.
  • Schwab US TIPS ETF made up 1.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #19 holding.
  • Wealthcare Advisory Partners first reported a position in Schwab US TIPS ETF in Q3 2017 and has held it in 36 quarters since.
  • 127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.