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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

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
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

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. 129 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.
  • 129 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.