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Arax Advisory Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Arax Advisory Partners’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 		$20.9M Sell
787,295
-935,451
-54% -$25M 0.59% 34
2025
Q4 		$45.6M Buy
+1,722,746
New +$46.2M 1.33% 13
2025
Q3 		– Sell
-1,611,154
Closed -$43M – 4167
2025
Q2 		$43M Buy
1,611,154
+64,066
+4% +$1.7M 1.98% 6
2025
Q1 		$41.6M Buy
1,547,088
+156,941
+11% +$4.13M 2.67% 4
2024
Q4 		$35.9M Sell
1,390,147
-10,783
-0.8% -$283K 2.26% 7
2024
Q3 		$37.6M Buy
1,400,930
+201,176
+17% +$5.31M 3.35% 3
2024
Q2 		$31.2M Buy
1,199,754
+42,372
+4% +$1.1M 3.04% 5
2024
Q1 		$30.2M Buy
1,157,382
+52,152
+5% +$1.35M 3.18% 5
2023
Q4 		$28.8M Sell
1,105,230
-514
-0% -$13.1K 3.21% 5
2023
Q3 		$27.9M Buy
1,105,744
+87,354
+9% +$2.25M 3.48% 3
2023
Q2 		$26.7M Buy
1,018,390
+21,928
+2% +$581K 3.41% 6
2023
Q1 		$26.7M Buy
996,462
+30,824
+3% +$811K 3.54% 4
2022
Q4 		$25M Buy
965,638
+807,170
+509% +$21.1M 3.46% 3
2022
Q3 		$4.1M Buy
158,468
+4,984
+3% +$139K 0.65% 31
2022
Q2 		$4.28M Buy
153,484
+2,812
+2% +$81.6K 0.65% 34
2022
Q1 		$4.57M Sell
150,672
-1,896
-1% -$58.1K 0.61% 36
2021
Q4 		$4.8M Buy
152,568
+6,698
+5% +$211K 0.61% 32
2021
Q3 		$4.56M Buy
145,870
+3,514
+2% +$111K 0.62% 30
2021
Q2 		$4.45M Buy
+142,356
New +$4.41M 0.61% 33
2020
Q4 		$3.79M Buy
122,044
+24,150
+25% +$742K 0.56% 35
2020
Q3 		$3.02M Buy
97,894
+6,194
+7% +$190K 0.51% 39
2020
Q2 		$2.75M Buy
91,700
+16,944
+23% +$502K 0.49% 38
2020
Q1 		$2.15M Sell
74,756
-6,122
-8% -$175K 0.5% 37
2019
Q4 		$2.29M Buy
80,878
+3,014
+4% +$85.4K 0.66% 25
2019
Q3 		$2.21M Buy
77,864
+1,140
+1% +$32.3K 0.67% 25
2019
Q2 		$2.16M Buy
+76,724
New +$2.12M 0.72% 24
2018
Q4 		$1.98M Buy
74,262
+17,002
+30% +$452K 0.79% 23
2018
Q3 		$1.54M Buy
+57,260
New +$1.56M 0.62% 20

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

Arax Advisory Partners's SCHP Position: Q1 2026 in Review

Arax Advisory Partners reduced its Schwab US TIPS ETF (SCHP) stake by 54% in Q1 2026, selling an estimated $25M and leaving 787,295 shares worth $20.9M. The position accounts for 0.59% of the portfolio, ranked #34.

Arax Advisory Partners first reported a position in SCHP in Q3 2018 and has held it in 28 quarters since. The position peaked at $45.6M in Q4 2025. 730 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Arax Advisory Partners held 787,295 shares of Schwab US TIPS ETF worth $20.9M as of Q1 2026.
  • Arax Advisory Partners sold 935,451 Schwab US TIPS ETF shares in Q1 2026, an estimated $25M.
  • Schwab US TIPS ETF made up 0.59% of Arax Advisory Partners's portfolio in Q1 2026, its #34 holding.
  • Arax Advisory Partners first reported a position in Schwab US TIPS ETF in Q3 2018 and has held it in 28 quarters since.
  • Arax Advisory Partners's Schwab US TIPS ETF position peaked at $45.6M in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.