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

Arete 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	$753K	Sell	28,289 -1,508	-5%	-$40.2K	0.06%	239
2025 Q4	$789K	Sell	29,797 -1,618	-5%	-$43.4K	0.05%	329
2025 Q3	$845K	Buy	31,415 +5,730	+22%	+$153K	0.05%	316
2025 Q2	$685K	Sell	25,685 -3,676	-13%	-$97.3K	0.05%	327
2025 Q1	$790K	Buy	+29,361	New	+$772K	0.06%	285
2022 Q2	–	Sell	-43,504	Closed	-$1.32M	–	549
2022 Q1	$1.32M	Buy	43,504 +5,830	+15%	+$179K	0.11%	151
2021 Q4	$1.18M	Buy	+37,674	New	+$1.19M	0.1%	169

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

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

Arete Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 5.1% in Q1 2026, selling an estimated $40.2K and leaving 28,289 shares worth $753K. The position accounts for 0.06% of the portfolio, ranked #239.

Arete Wealth Advisors first reported a position in SCHP in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Arete Wealth Advisors held 28,289 shares of Schwab US TIPS ETF worth $753K as of Q1 2026.
Arete Wealth Advisors sold 1,508 Schwab US TIPS ETF shares in Q1 2026, an estimated $40.2K.
Schwab US TIPS ETF made up 0.06% of Arete Wealth Advisors's portfolio in Q1 2026, its #239 holding.
Arete Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 7 quarters since.
Arete Wealth Advisors's Schwab US TIPS ETF position peaked at $1.32M in Q1 2022.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.