WIA
SCHP icon

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

World 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 		$484K Buy
18,224
+1,516
+9% +$40.5K 0.01% 979
2026
Q1 		$445K Buy
16,708
+2,705
+19% +$72.2K 0.01% 1041
2025
Q4 		$371K Buy
+14,003
New +$376K 0.01% 1084
2025
Q1 		– Sell
-12,831
Closed -$331K – 1102
2024
Q4 		$331K Sell
12,831
-5,281
-29% -$139K 0.01% 790
2024
Q3 		$483K Sell
18,112
-19,220
-51% -$508K 0.02% 600
2024
Q2 		$971K Buy
+37,332
New +$965K 0.06% 279
2022
Q4 		– Sell
-22,874
Closed -$592K – 267
2022
Q3 		$592K Buy
22,874
+588
+3% +$16.3K 0.14% 116
2022
Q2 		$640K Sell
22,286
-134
-0.6% -$3.89K 0.13% 122
2022
Q1 		$681K Sell
22,420
-318
-1% -$9.75K 0.14% 119
2021
Q4 		$681K Buy
22,738
+15,998
+237% +$504K 0.14% 115
2021
Q3 		$211K Sell
6,740
-262
-4% -$8.27K 0.05% 236
2021
Q2 		$219K Buy
7,002
+238
+4% +$7.38K 0.05% 227
2021
Q1 		$210K Buy
6,764
+218
+3% +$6.72K 0.05% 213
2020
Q4 		$203K Buy
+6,546
New +$201K 0.05% 220

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

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

World Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 9.1% in Q2 2026, buying an estimated $40.5K and bringing the position to 18,224 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #979.

World Investment Advisors first reported a position in SCHP in Q4 2020 and has held it in 14 quarters since. The position peaked at $971K in Q2 2024. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • World Investment Advisors held 18,224 shares of Schwab US TIPS ETF worth $484K as of Q2 2026.
  • World Investment Advisors bought 1,516 Schwab US TIPS ETF shares in Q2 2026, an estimated $40.5K.
  • Schwab US TIPS ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #979 holding.
  • World Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 14 quarters since.
  • World Investment Advisors's Schwab US TIPS ETF position peaked at $971K in Q2 2024.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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