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Wealthedge Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Wealthedge Investment 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 		$4.34M Sell
163,724
-17,316
-10% -$462K 1.48% 19
2026
Q1 		$4.82M Sell
181,040
-85,893
-32% -$2.29M 1.77% 16
2025
Q4 		$7.07M Buy
266,933
+35,093
+15% +$941K 2.62% 10
2025
Q3 		$6.25M Sell
231,840
-18,596
-7% -$498K 2.36% 9
2025
Q2 		$6.68M Buy
+250,436
New +$6.63M 2.78% 5

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
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
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 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

Wealthedge Investment Advisors's SCHP Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 9.6% in Q2 2026, selling an estimated $462K and leaving 163,724 shares worth $4.34M. The position accounts for 1.48% of the portfolio, ranked #19.

Wealthedge Investment Advisors first reported a position in SCHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.07M in Q4 2025. 243 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Wealthedge Investment Advisors held 163,724 shares of Schwab US TIPS ETF worth $4.34M as of Q2 2026.
  • Wealthedge Investment Advisors sold 17,316 Schwab US TIPS ETF shares in Q2 2026, an estimated $462K.
  • Schwab US TIPS ETF made up 1.48% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Wealthedge Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealthedge Investment Advisors's Schwab US TIPS ETF position peaked at $7.07M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.