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Allworth Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Allworth Financial’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 		$348K Sell
13,084
-4,748
-27% -$127K ﹤0.01% 1116
2025
Q4 		$472K Buy
17,832
+2,404
+16% +$64.5K ﹤0.01% 955
2025
Q3 		$416K Buy
15,428
+868
+6% +$23.2K ﹤0.01% 952
2025
Q2 		$388K Buy
14,560
+3,386
+30% +$89.6K ﹤0.01% 916
2025
Q1 		$297K Sell
11,174
-6,802
-38% -$179K ﹤0.01% 831
2024
Q4 		$466K Buy
17,976
+14,070
+360% +$370K ﹤0.01% 710
2024
Q3 		$105K Sell
3,906
-1,544
-28% -$40.8K ﹤0.01% 1064
2024
Q2 		$142K Sell
5,450
-4,268
-44% -$110K ﹤0.01% 930
2024
Q1 		$253K Buy
9,718
+5,154
+113% +$134K ﹤0.01% 711
2023
Q4 		$119K Sell
4,564
-1,010
-18% -$25.7K ﹤0.01% 885
2023
Q3 		$141K Sell
5,574
-564
-9% -$14.5K ﹤0.01% 769
2023
Q2 		$161K Sell
6,138
-12,538
-67% -$332K ﹤0.01% 751
2023
Q1 		$501K Sell
18,676
-6,240
-25% -$164K 0.01% 472
2022
Q4 		$645K Sell
24,916
-6,972
-22% -$182K 0.01% 404
2022
Q3 		$826K Sell
31,888
-4,816
-13% -$134K 0.01% 352
2022
Q2 		$1.02M Sell
36,704
-7,726
-17% -$224K 0.01% 306
2022
Q1 		$1.35M Sell
44,430
-7,208
-14% -$221K 0.02% 266
2021
Q4 		$1.62M Sell
51,638
-5,280
-9% -$166K 0.02% 220
2021
Q3 		$1.78M Buy
56,918
+56,286
+8,906% +$1.78M 0.03% 178
2021
Q2 		$20K Buy
632
+2
+0.3% +$62 ﹤0.01% 859
2021
Q1 		$19K Buy
630
+554
+729% +$17.1K ﹤0.01% 810
2020
Q4 		$2K Hold
76
– – ﹤0.01% 1198
2020
Q3 		$2K Hold
76
– – ﹤0.01% 1021
2020
Q2 		$2K Hold
76
– – ﹤0.01% 1035
2020
Q1 		$2K Sell
76
-312
-80% -$8.93K ﹤0.01% 1082
2019
Q4 		$11K Buy
388
+312
+411% +$8.84K ﹤0.01% 635
2019
Q3 		$2K Hold
76
– – ﹤0.01% 848
2019
Q2 		$2K Hold
76
– – ﹤0.01% 838
2019
Q1 		$2K Hold
76
– – ﹤0.01% 854
2018
Q4 		$2K Hold
76
– – ﹤0.01% 761
2018
Q3 		$2K Buy
+76
New +$2.07K ﹤0.01% 807
2017
Q2 		– Sell
-400
Closed -$11K – 814
2017
Q1 		$11K Hold
400
– – ﹤0.01% 438
2016
Q4 		$11K Sell
400
-34
-8% -$948 ﹤0.01% 392
2016
Q3 		$12K Sell
434
-930
-68% -$26.4K ﹤0.01% 391
2016
Q2 		$39K Sell
1,364
-2,080
-60% -$57.8K ﹤0.01% 235
2016
Q1 		$96K Sell
3,444
-88
-2% -$2.38K 0.01% 153
2015
Q4 		$94K Sell
3,532
-4,680
-57% -$125K 0.02% 154
2015
Q3 		$220K Buy
8,212
+1,454
+22% +$39.3K 0.08% 81
2015
Q2 		$183K Buy
6,758
+1,378
+26% +$37.7K 0.07% 96
2015
Q1 		$148K Sell
5,380
-8,432
-61% -$231K 0.06% 108
2014
Q4 		$375K Buy
13,812
+3,232
+31% +$88.2K 0.14% 56
2014
Q3 		$287K Buy
+10,580
New +$292K 0.11% 66

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

Allworth Financial's SCHP Position: Q1 2026 in Review

Allworth Financial reduced its Schwab US TIPS ETF (SCHP) stake by 27% in Q1 2026, selling an estimated $127K and leaving 13,084 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Allworth Financial first reported a position in SCHP in Q3 2014 and has held it in 42 quarters since. The position peaked at $1.78M in Q3 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Allworth Financial held 13,084 shares of Schwab US TIPS ETF worth $348K as of Q1 2026.
  • Allworth Financial sold 4,748 Schwab US TIPS ETF shares in Q1 2026, an estimated $127K.
  • Schwab US TIPS ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1116 holding.
  • Allworth Financial first reported a position in Schwab US TIPS ETF in Q3 2014 and has held it in 42 quarters since.
  • Allworth Financial's Schwab US TIPS ETF position peaked at $1.78M in Q3 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.