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Asset Allocation Strategies’s Schwab US TIPS ETF SCHP Stock Holding History

Asset Allocation Strategies’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 		$777K Buy
29,200
+940
+3% +$25.1K 0.14% 95
2025
Q4 		$749K Sell
28,260
-1,806
-6% -$48.4K 0.14% 87
2025
Q3 		$810K Buy
30,066
+2,208
+8% +$59.1K 0.16% 89
2025
Q2 		$743K Sell
27,858
-10,139
-27% -$268K 0.16% 91
2025
Q1 		$1.02M Buy
37,997
+810
+2% +$21.3K 0.25% 79
2024
Q4 		$971K Buy
37,187
+8,615
+30% +$226K 0.23% 77
2024
Q3 		$766K Buy
28,572
+11,586
+68% +$306K 0.22% 74
2024
Q2 		$441K Buy
16,986
+6,124
+56% +$158K 0.15% 58
2024
Q1 		$283K Buy
+10,862
New +$282K 0.1% 61
2023
Q4 		– Sell
-22,974
Closed -$580K – 69
2023
Q3 		$580K Buy
22,974
+1,046
+5% +$27K 0.27% 43
2023
Q2 		$575K Buy
+21,928
New +$581K 0.27% 42
2023
Q1 		– Sell
-13,200
Closed -$342K – 48
2022
Q4 		$342K Buy
+13,200
New +$345K 0.23% 44

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

Asset Allocation Strategies's SCHP Position: Q1 2026 in Review

Asset Allocation Strategies increased its Schwab US TIPS ETF (SCHP) stake by 3.3% in Q1 2026, buying an estimated $25.1K and bringing the position to 29,200 shares worth $777K. The position accounts for 0.14% of the portfolio, ranked #95.

Asset Allocation Strategies first reported a position in SCHP in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.02M in Q1 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Asset Allocation Strategies held 29,200 shares of Schwab US TIPS ETF worth $777K as of Q1 2026.
  • Asset Allocation Strategies bought 940 Schwab US TIPS ETF shares in Q1 2026, an estimated $25.1K.
  • Schwab US TIPS ETF made up 0.14% of Asset Allocation Strategies's portfolio in Q1 2026, its #95 holding.
  • Asset Allocation Strategies first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 12 quarters since.
  • Asset Allocation Strategies's Schwab US TIPS ETF position peaked at $1.02M in Q1 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Asset Allocation Strategies's 13F filing for Q1 2026, filed 22 Apr 2026.