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Aviance Capital Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Aviance Capital Partners’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 		$4.71M Buy
176,930
+9,087
+5% +$242K 0.55% 43
2025
Q4 		$4.45M Buy
167,843
+4,339
+3% +$116K 0.51% 43
2025
Q3 		$4.41M Buy
163,504
+3,885
+2% +$104K 0.52% 42
2025
Q2 		$4.26M Buy
159,619
+4,674
+3% +$124K 0.56% 40
2025
Q1 		$4.17M Buy
154,945
+14,616
+10% +$384K 0.59% 39
2024
Q4 		$3.62M Sell
140,329
-3,541
-2% -$93.1K 0.5% 43
2024
Q3 		$3.86M Sell
143,870
-9,490
-6% -$251K 0.51% 44
2024
Q2 		$3.99M Sell
153,360
-7,076
-4% -$183K 0.57% 44
2024
Q1 		$4.18M Buy
160,436
+622
+0.4% +$16.1K 0.62% 41
2023
Q4 		$4.17M Sell
159,814
-18,226
-10% -$464K 0.89% 29
2023
Q3 		$4.49M Sell
178,040
-10,944
-6% -$282K 1.01% 27
2023
Q2 		$4.95M Sell
188,984
-2,252
-1% -$59.7K 1.05% 23
2023
Q1 		$5.13M Sell
191,236
-9,394
-5% -$247K 1.14% 21
2022
Q4 		$5.2M Sell
200,630
-9,556
-5% -$250K 1.21% 18
2022
Q3 		$5.44M Sell
210,186
-8,822
-4% -$245K 1.35% 8
2022
Q2 		$6.11M Sell
219,008
-13,468
-6% -$391K 1.36% 7
2022
Q1 		$7.06M Buy
232,476
+3,166
+1% +$97.1K 1.3% 9
2021
Q4 		$7.21M Sell
229,310
-1,522
-0.7% -$47.9K 1.2% 17
2021
Q3 		$7.22M Buy
230,832
+53,404
+30% +$1.69M 1.28% 14
2021
Q2 		$5.54M Buy
177,428
+29,180
+20% +$905K 0.97% 25
2021
Q1 		$4.53M Buy
148,248
+28,872
+24% +$889K 0.88% 29
2020
Q4 		$3.71M Buy
119,376
+17,750
+17% +$545K 0.75% 32
2020
Q3 		$3.13M Buy
101,626
+22,588
+29% +$692K 0.71% 36
2020
Q2 		$2.37M Buy
79,038
+16,558
+27% +$491K 0.59% 41
2020
Q1 		$1.8M Buy
62,480
+12,496
+25% +$358K 0.57% 41
2019
Q4 		$1.42M Buy
+49,984
New +$1.42M 0.36% 82

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

Aviance Capital Partners's SCHP Position: Q1 2026 in Review

Aviance Capital Partners increased its Schwab US TIPS ETF (SCHP) stake by 5.4% in Q1 2026, buying an estimated $242K and bringing the position to 176,930 shares worth $4.71M. The position accounts for 0.55% of the portfolio, ranked #43.

Aviance Capital Partners first reported a position in SCHP in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.22M in Q3 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Aviance Capital Partners held 176,930 shares of Schwab US TIPS ETF worth $4.71M as of Q1 2026.
  • Aviance Capital Partners bought 9,087 Schwab US TIPS ETF shares in Q1 2026, an estimated $242K.
  • Schwab US TIPS ETF made up 0.55% of Aviance Capital Partners's portfolio in Q1 2026, its #43 holding.
  • Aviance Capital Partners first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 26 quarters since.
  • Aviance Capital Partners's Schwab US TIPS ETF position peaked at $7.22M in Q3 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.