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Anchor Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Anchor Investment Management’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 		$721K Sell
27,088
-2,600
-9% -$69.4K 0.06% 231
2025
Q4 		$786K Sell
29,688
-499
-2% -$13.4K 0.06% 224
2025
Q3 		$814K Sell
30,187
-9,585
-24% -$257K 0.07% 217
2025
Q2 		$1.06M Buy
39,772
+42
+0.1% +$1.11K 0.09% 187
2025
Q1 		$1.07M Sell
39,730
-1,418
-3% -$37.3K 0.1% 182
2024
Q4 		$1.06M Sell
41,148
-7,174
-15% -$189K 0.1% 182
2024
Q3 		$1.3M Sell
48,322
-3,734
-7% -$98.6K 0.12% 165
2024
Q2 		$1.35M Sell
52,056
-7,334
-12% -$190K 0.14% 150
2024
Q1 		$1.55M Sell
59,390
-11,230
-16% -$291K 0.16% 140
2023
Q4 		$1.84M Sell
70,620
-11,182
-14% -$284K 0.21% 118
2023
Q3 		$2.07M Sell
81,802
-28,350
-26% -$731K 0.27% 97
2023
Q2 		$2.89M Sell
110,152
-238,066
-68% -$6.31M 0.37% 74
2023
Q1 		$9.33M Buy
348,218
+2,092
+0.6% +$55.1K 1.27% 13
2022
Q4 		$8.96M Sell
346,126
-9,536
-3% -$249K 1.29% 13
2022
Q3 		$9.21M Buy
355,662
+2,270
+0.6% +$63.1K 1.43% 11
2022
Q2 		$9.86M Sell
353,392
-98,272
-22% -$2.85M 1.43% 11
2022
Q1 		$13.7M Buy
451,664
+6,022
+1% +$185K 1.73% 6
2021
Q4 		$14M Buy
445,642
+63,246
+17% +$1.99M 1.74% 6
2021
Q3 		$12M Buy
382,396
+40,892
+12% +$1.29M 1.67% 7
2021
Q2 		$10.7M Buy
341,504
+84,146
+33% +$2.61M 1.48% 10
2021
Q1 		$7.87M Buy
257,358
+149,028
+138% +$4.59M 1.2% 14
2020
Q4 		$3.36M Buy
108,330
+21,622
+25% +$664K 0.6% 48
2020
Q3 		$2.67M Buy
86,708
+6,768
+8% +$207K 0.54% 56
2020
Q2 		$2.4M Buy
79,940
+5,976
+8% +$177K 0.54% 56
2020
Q1 		$2.13M Buy
73,964
+21,772
+42% +$623K 0.55% 53
2019
Q4 		$1.48M Buy
52,192
+4,300
+9% +$122K 0.32% 96
2019
Q3 		$1.36M Buy
47,892
+2,016
+4% +$57.1K 0.31% 97
2019
Q2 		$1.29M Buy
45,876
+2,780
+6% +$77K 0.31% 91
2019
Q1 		$1.19M Buy
43,096
+200
+0.5% +$5.4K 0.3% 95
2018
Q4 		$1.14M Sell
42,896
-100
-0.2% -$2.66K 0.33% 85
2018
Q3 		$1.16M Buy
42,996
+4,172
+11% +$114K 0.27% 98
2018
Q2 		$1.07M Buy
38,824
+6,940
+22% +$189K 0.26% 102
2018
Q1 		$875K Buy
31,884
+13,634
+75% +$373K 0.23% 118
2017
Q4 		$506K Buy
18,250
+2,350
+15% +$65K 0.13% 167
2017
Q3 		$439K Buy
15,900
+9,294
+141% +$257K 0.13% 169
2017
Q2 		$182K Buy
6,606
+4,120
+166% +$114K 0.06% 251
2017
Q1 		$69K Buy
+2,486
New +$68.6K 0.02% 364

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

Anchor Investment Management's SCHP Position: Q1 2026 in Review

Anchor Investment Management reduced its Schwab US TIPS ETF (SCHP) stake by 8.8% in Q1 2026, selling an estimated $69.4K and leaving 27,088 shares worth $721K. The position accounts for 0.06% of the portfolio, ranked #231.

Anchor Investment Management first reported a position in SCHP in Q1 2017 and has held it in 37 quarters since. The position peaked at $14M in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Anchor Investment Management held 27,088 shares of Schwab US TIPS ETF worth $721K as of Q1 2026.
  • Anchor Investment Management sold 2,600 Schwab US TIPS ETF shares in Q1 2026, an estimated $69.4K.
  • Schwab US TIPS ETF made up 0.06% of Anchor Investment Management's portfolio in Q1 2026, its #231 holding.
  • Anchor Investment Management first reported a position in Schwab US TIPS ETF in Q1 2017 and has held it in 37 quarters since.
  • Anchor Investment Management's Schwab US TIPS ETF position peaked at $14M in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.