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

Accelerate 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 Q1	$1.4M	Sell	52,521 -4,832	-8%	-$129K	0.93%	21
2025 Q4	$1.52M	Sell	57,353 -15,204	-21%	-$408K	1.02%	21
2025 Q3	$1.96M	Buy	72,557 +4,354	+6%	+$117K	1.33%	16
2025 Q2	$1.82M	Buy	68,203 +2,649	+4%	+$70.1K	1.35%	18
2025 Q1	$1.76M	Buy	65,554 +3,908	+6%	+$103K	1.48%	15
2024 Q4	$1.59M	Buy	61,646 +3,596	+6%	+$94.5K	1.4%	17
2024 Q3	$1.56M	Buy	+58,050	New	+$1.53M	1.52%	16

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Accelerate Investment Advisors's SCHP Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 8.4% in Q1 2026, selling an estimated $129K and leaving 52,521 shares worth $1.4M. The position accounts for 0.93% of the portfolio, ranked #21.

Accelerate Investment Advisors first reported a position in SCHP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q3 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Accelerate Investment Advisors held 52,521 shares of Schwab US TIPS ETF worth $1.4M as of Q1 2026.
Accelerate Investment Advisors sold 4,832 Schwab US TIPS ETF shares in Q1 2026, an estimated $129K.
Schwab US TIPS ETF made up 0.93% of Accelerate Investment Advisors's portfolio in Q1 2026, its #21 holding.
Accelerate Investment Advisors first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 7 quarters since.
Accelerate Investment Advisors's Schwab US TIPS ETF position peaked at $1.96M in Q3 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.