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Addison Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Addison 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 		$17.9K Buy
673
+379
+129% +$10.1K ﹤0.01% 571
2025
Q4 		$7.79K Buy
+294
New +$7.89K ﹤0.01% 652
2024
Q1 		– Sell
-48
Closed -$1.25K – 734
2023
Q4 		$1.25K Sell
48
-2
-4% -$51 ﹤0.01% 646
2023
Q3 		$1.26K Buy
50
+6
+14% +$155 ﹤0.01% 610
2023
Q2 		$1.15K Sell
44
-84
-66% -$2.23K ﹤0.01% 572
2023
Q1 		$3.43K Hold
128
– – ﹤0.01% 527
2022
Q4 		$3.31K Buy
+128
New +$3.35K ﹤0.01% 530
2022
Q2 		– Sell
-86
Closed -$3K – 759
2022
Q1 		$3K Buy
+86
New +$2.64K ﹤0.01% 564

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Addison Advisors's SCHP Position: Q1 2026 in Review

Addison Advisors increased its Schwab US TIPS ETF (SCHP) stake by 129% in Q1 2026, buying an estimated $10.1K and bringing the position to 673 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Addison Advisors first reported a position in SCHP in Q1 2022 and has held it in 8 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Addison Advisors held 673 shares of Schwab US TIPS ETF worth $17.9K as of Q1 2026.
  • Addison Advisors bought 379 Schwab US TIPS ETF shares in Q1 2026, an estimated $10.1K.
  • Schwab US TIPS ETF made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #571 holding.
  • Addison Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 8 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.