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

Arkadios 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 		$7.66M Buy
287,970
+277,517
+2,655% +$7.4M 0.13% 189
2025
Q4 		$277K Sell
10,453
-19
-0.2% -$510 0.01% 1279
2025
Q3 		$282K Sell
10,472
-383
-4% -$10.3K 0.01% 1181
2025
Q2 		$290K Sell
10,855
-94
-0.9% -$2.49K 0.01% 1073
2025
Q1 		$294K Sell
10,949
-1,458
-12% -$38.3K 0.01% 915
2024
Q4 		$320K Sell
12,407
-13,753
-53% -$361K 0.02% 701
2024
Q3 		$701K Sell
26,160
-6,062
-19% -$160K 0.04% 421
2024
Q2 		$838K Buy
32,222
+1,212
+4% +$31.3K 0.06% 321
2024
Q1 		$809K Buy
31,010
+3,360
+12% +$87.2K 0.06% 280
2023
Q4 		$722K Buy
27,650
+1,100
+4% +$28K 0.06% 286
2023
Q3 		$670K Buy
+26,550
New +$684K 0.06% 275
2022
Q1 		– Sell
-30,418
Closed -$956K – 628
2021
Q4 		$956K Buy
30,418
+28,568
+1,544% +$900K 0.13% 192
2021
Q3 		$57K Hold
1,850
– – 0.01% 837
2021
Q2 		$57K Hold
1,850
– – 0.01% 884
2021
Q1 		$56K Hold
1,850
– – 0.01% 662
2020
Q4 		$57K Buy
+1,850
New +$56.8K 0.01% 530

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

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

Arkadios Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 2,655% in Q1 2026, buying an estimated $7.4M and bringing the position to 287,970 shares worth $7.66M. The position accounts for 0.13% of the portfolio, ranked #189.

Arkadios Wealth Advisors first reported a position in SCHP in Q4 2020 and has held it in 16 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Arkadios Wealth Advisors held 287,970 shares of Schwab US TIPS ETF worth $7.66M as of Q1 2026.
  • Arkadios Wealth Advisors bought 277,517 Schwab US TIPS ETF shares in Q1 2026, an estimated $7.4M.
  • Schwab US TIPS ETF made up 0.13% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #189 holding.
  • Arkadios Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 16 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

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