WFA
SCHP icon

Websterrogers Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Websterrogers Financial 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 		$1.3M Buy
49,090
+2,655
+6% +$70.8K 0.33% 41
2026
Q1 		$1.24M Buy
46,435
+754
+2% +$20.1K 0.35% 40
2025
Q4 		$1.21M Buy
45,681
+1,948
+4% +$52.3K 0.35% 40
2025
Q3 		$1.18M Buy
43,733
+1,450
+3% +$38.8K 0.35% 41
2025
Q2 		$1.13M Buy
42,283
+1,509
+4% +$39.9K 0.36% 41
2025
Q1 		$1.1M Buy
40,774
+764
+2% +$20.1K 0.37% 39
2024
Q4 		$1.03M Buy
40,010
+206
+0.5% +$5.41K 0.36% 39
2024
Q3 		$1.07M Sell
39,804
-4,090
-9% -$108K 0.37% 38
2024
Q2 		$1.14M Sell
43,894
-508
-1% -$13.1K 0.41% 36
2024
Q1 		$1.16M Buy
44,402
+3,170
+8% +$82.2K 0.41% 38
2023
Q4 		$1.08M Sell
41,232
-1,984
-5% -$50.5K 0.45% 33
2023
Q3 		$1.09M Buy
43,216
+3,106
+8% +$80.1K 0.48% 32
2023
Q2 		$1.05M Buy
40,110
+1,218
+3% +$32.3K 0.46% 31
2023
Q1 		$1.04M Sell
38,892
-2,786
-7% -$73.3K 0.48% 31
2022
Q4 		$1.08M Sell
41,678
-5,940
-12% -$155K 0.52% 29
2022
Q3 		$1.23M Buy
47,618
+7,628
+19% +$212K 0.65% 21
2022
Q2 		$1.12M Sell
39,990
-16,626
-29% -$483K 0.55% 22
2022
Q1 		$1.7M Buy
56,616
+12,914
+30% +$396K 0.87% 22
2021
Q4 		$1.37M Buy
43,702
+1,784
+4% +$56.2K 0.31% 34
2021
Q3 		$1.31M Buy
41,918
+7,616
+22% +$240K 0.3% 31
2021
Q2 		$1.08M Buy
34,302
+5,988
+21% +$186K 0.26% 34
2021
Q1 		$866K Buy
28,314
+7,272
+35% +$224K 0.23% 29
2020
Q4 		$653K Buy
+21,042
New +$646K 0.19% 32

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

Websterrogers Financial Advisors's SCHP Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Schwab US TIPS ETF (SCHP) stake by 5.7% in Q2 2026, buying an estimated $70.8K and bringing the position to 49,090 shares worth $1.3M. The position accounts for 0.33% of the portfolio, ranked #41.

Websterrogers Financial Advisors first reported a position in SCHP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.7M in Q1 2022. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Websterrogers Financial Advisors held 49,090 shares of Schwab US TIPS ETF worth $1.3M as of Q2 2026.
  • Websterrogers Financial Advisors bought 2,655 Schwab US TIPS ETF shares in Q2 2026, an estimated $70.8K.
  • Schwab US TIPS ETF made up 0.33% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Websterrogers Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 23 quarters since.
  • Websterrogers Financial Advisors's Schwab US TIPS ETF position peaked at $1.7M in Q1 2022.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.