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Avion Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Avion Wealth’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 		$1K Sell
68
-256
-79% -$6.83K ﹤0.01% 1130
2025
Q4 		$8K Hold
324
– – ﹤0.01% 558
2025
Q3 		$8K Hold
324
– – ﹤0.01% 550
2025
Q2 		$8K Hold
324
– – ﹤0.01% 530
2025
Q1 		$8K Hold
324
– – ﹤0.01% 449
2024
Q4 		$8K Hold
324
– – ﹤0.01% 448
2024
Q3 		$8K Hold
324
– – ﹤0.01% 419
2024
Q2 		$8K Hold
324
– – ﹤0.01% 379
2024
Q1 		$9K Sell
324
-16
-5% -$415 ﹤0.01% 339
2023
Q4 		$9K Sell
340
-36
-10% -$916 ﹤0.01% 296
2023
Q3 		$9K Sell
376
-146
-28% -$3.76K ﹤0.01% 282
2023
Q2 		$13K Sell
522
-670
-56% -$17.8K ﹤0.01% 271
2023
Q1 		$30K Hold
1,192
– – 0.01% 186
2022
Q4 		$30K Hold
1,192
– – 0.01% 186
2022
Q3 		$31K Sell
1,192
-1,094
-48% -$30.4K 0.01% 185
2022
Q2 		$64K Buy
2,286
+1,454
+175% +$42.2K 0.02% 120
2022
Q1 		$25K Hold
832
– – 0.01% 169
2021
Q4 		$26K Hold
832
– – 0.01% 163
2021
Q3 		$26K Hold
832
– – 0.01% 169
2021
Q2 		$26K Hold
832
– – 0.01% 159
2021
Q1 		$25K Hold
832
– – 0.01% 157
2020
Q4 		$26K Hold
832
– – 0.01% 165
2020
Q3 		$26K Hold
832
– – 0.01% 120
2020
Q2 		$25K Hold
832
– – 0.01% 118
2020
Q1 		$24K Buy
+832
New +$23.8K 0.01% 118

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

Avion Wealth's SCHP Position: Q1 2026 in Review

Avion Wealth reduced its Schwab US TIPS ETF (SCHP) stake by 79% in Q1 2026, selling an estimated $6.83K and leaving 68 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Avion Wealth first reported a position in SCHP in Q1 2020 and has held it in 25 quarters since. The position peaked at $64K in Q2 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Avion Wealth held 68 shares of Schwab US TIPS ETF worth $1K as of Q1 2026.
  • Avion Wealth sold 256 Schwab US TIPS ETF shares in Q1 2026, an estimated $6.83K.
  • Schwab US TIPS ETF made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1130 holding.
  • Avion Wealth first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 25 quarters since.
  • Avion Wealth's Schwab US TIPS ETF position peaked at $64K in Q2 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.