Arete Wealth Advisors
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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
Q3 		$733K Buy
29,155
+1,411
+5% +$36.5K 0.05% 269
2026
Q2 		$735K Sell
27,744
-545
-2% -$14.5K 0.05% 254
2026
Q1 		$753K Sell
28,289
-1,508
-5% -$40.2K 0.06% 239
2025
Q4 		$789K Sell
29,797
-1,617
-5% -$43.4K 0.05% 262
2025
Q3 		$845K Buy
31,414
+5,729
+22% +$153K 0.06% 245
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Elm Partners Management
Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Arete Wealth Advisors's SCHP Position: Q3 2026 in Review

Arete Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 5.1% in Q3 2026, buying an estimated $36.5K and bringing the position to 29,155 shares worth $733K. The position accounts for 0.05% of the portfolio, ranked #269.

Arete Wealth Advisors first reported a position in SCHP in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.32M in Q1 2022. 592 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Arete Wealth Advisors held 29,155 shares of Schwab US TIPS ETF worth $733K as of Q3 2026.
  • Arete Wealth Advisors bought 1,411 Schwab US TIPS ETF shares in Q3 2026, an estimated $36.5K.
  • Schwab US TIPS ETF made up 0.05% of Arete Wealth Advisors's portfolio in Q3 2026, its #269 holding.
  • Arete Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 9 quarters since.
  • Arete Wealth Advisors's Schwab US TIPS ETF position peaked at $1.32M in Q1 2022.
  • 592 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.