Archvest Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Archvest Wealth 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	$1.67M	Sell	62,743 -689	-1%	-$18.4K	1.08%	17
2025 Q4	$1.68M	Buy	63,432 +6,171	+11%	+$166K	1.07%	19
2025 Q3	$1.54M	Buy	57,261 +1,326	+2%	+$35.5K	1.37%	18
2025 Q2	$1.49M	Buy	55,935 +196	+0.4%	+$5.19K	1.3%	20
2025 Q1	$1.5M	Buy	55,739 +2,434	+5%	+$64K	1.24%	22
2024 Q4	$1.38M	Buy	53,305 +653	+1%	+$17.2K	1%	22
2024 Q3	$1.41M	Buy	52,652 +4,758	+10%	+$126K	0.9%	20
2024 Q2	$1.24M	Buy	47,894 +21,744	+83%	+$562K	0.82%	23
2024 Q1	$677K	Hold	26,150	–	–	0.48%	31
2023 Q4	$683K	Buy	+26,150	New	+$665K	0.51%	30

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

Archvest Wealth Advisors's SCHP Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 1.1% in Q1 2026, selling an estimated $18.4K and leaving 62,743 shares worth $1.67M. The position accounts for 1.08% of the portfolio, ranked #17.

Archvest Wealth Advisors first reported a position in SCHP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.68M in Q4 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Archvest Wealth Advisors held 62,743 shares of Schwab US TIPS ETF worth $1.67M as of Q1 2026.
Archvest Wealth Advisors sold 689 Schwab US TIPS ETF shares in Q1 2026, an estimated $18.4K.
Schwab US TIPS ETF made up 1.08% of Archvest Wealth Advisors's portfolio in Q1 2026, its #17 holding.
Archvest Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 10 quarters since.
Archvest Wealth Advisors's Schwab US TIPS ETF position peaked at $1.68M in Q4 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.