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Avidian Wealth Enterprises’s Schwab US TIPS ETF SCHP Stock Holding History

Avidian Wealth Enterprises’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 		$226K Sell
8,510
-176
-2% -$4.7K 0.01% 616
2025
Q4 		$230K Sell
8,686
-145
-2% -$3.89K 0.01% 532
2025
Q3 		$238K Sell
8,831
-655
-7% -$17.5K 0.01% 520
2025
Q2 		$253K Sell
9,486
-1,259
-12% -$33.3K 0.01% 471
2025
Q1 		$289K Sell
10,745
-304
-3% -$7.99K 0.01% 427
2024
Q4 		$285K Sell
11,049
-2,421
-18% -$63.6K 0.01% 411
2024
Q3 		$361K Sell
13,470
-1,324
-9% -$35K 0.02% 360
2024
Q2 		$385K Buy
14,794
+1,594
+12% +$41.2K 0.02% 338
2024
Q1 		$344K Sell
13,200
-411,116
-97% -$10.7M 0.02% 333
2023
Q4 		$11.1M Buy
424,316
+24,412
+6% +$621K 0.68% 32
2023
Q3 		$10.1M Buy
399,904
+42,296
+12% +$1.09M 0.71% 32
2023
Q2 		$9.37M Sell
357,608
-45,972
-11% -$1.22M 0.61% 36
2023
Q1 		$10.8M Buy
403,580
+167,322
+71% +$4.4M 0.59% 35
2022
Q4 		$6.12M Sell
236,258
-70,366
-23% -$1.84M 0.4% 52
2022
Q3 		$7.94M Buy
306,624
+14,094
+5% +$392K 0.57% 37
2022
Q2 		$8.16M Sell
292,530
-40,472
-12% -$1.17M 0.58% 38
2022
Q1 		$10.1M Sell
333,002
-11,172
-3% -$343K 0.62% 34
2021
Q4 		$10.8M Buy
344,174
+24,918
+8% +$785K 0.67% 31
2021
Q3 		$9.99M Buy
319,256
+11,130
+4% +$351K 0.76% 26
2021
Q2 		$9.63M Buy
308,126
+218
+0.1% +$6.76K 0.74% 32
2021
Q1 		$9.42M Buy
307,908
+57,914
+23% +$1.78M 0.8% 28
2020
Q4 		$7.76M Buy
249,994
+90,266
+57% +$2.77M 0.74% 36
2020
Q3 		$4.92M Buy
159,728
+78,538
+97% +$2.41M 0.56% 41
2020
Q2 		$2.44M Buy
81,190
+48,558
+149% +$1.44M 0.33% 52
2020
Q1 		$938K Buy
+32,632
New +$934K 0.15% 78
2018
Q3 		– Sell
-8,922
Closed -$245K – 120
2018
Q2 		$245K Sell
8,922
-2,146
-19% -$58.6K 0.08% 85
2018
Q1 		$304K Sell
11,068
-9,440
-46% -$258K 0.1% 71
2017
Q4 		$568 Buy
20,508
+834
+4% +$23.1K 0.15% 44
2017
Q3 		$544K Sell
19,674
-917,922
-98% -$25.4M 0.21% 40
2017
Q2 		$25.8M Buy
937,596
+11,486
+1% +$319K 10.73% 4
2017
Q1 		$25.7M Buy
+926,110
New +$25.6M 9.85% 4

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

Avidian Wealth Enterprises's SCHP Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its Schwab US TIPS ETF (SCHP) stake by 2% in Q1 2026, selling an estimated $4.7K and leaving 8,510 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #616.

Avidian Wealth Enterprises first reported a position in SCHP in Q1 2017 and has held it in 31 quarters since. The position peaked at $25.8M in Q2 2017. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Avidian Wealth Enterprises held 8,510 shares of Schwab US TIPS ETF worth $226K as of Q1 2026.
  • Avidian Wealth Enterprises sold 176 Schwab US TIPS ETF shares in Q1 2026, an estimated $4.7K.
  • Schwab US TIPS ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #616 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab US TIPS ETF in Q1 2017 and has held it in 31 quarters since.
  • Avidian Wealth Enterprises's Schwab US TIPS ETF position peaked at $25.8M in Q2 2017.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.