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Bartlett & Co Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Bartlett & Co Wealth Management’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 		$117K Hold
4,364
– – ﹤0.01% 540
2025
Q4 		$116K Sell
4,364
-3,520
-45% -$94.4K ﹤0.01% 536
2025
Q3 		$212K Buy
7,884
+200
+3% +$5.35K ﹤0.01% 440
2025
Q2 		$205K Buy
7,684
+144
+2% +$3.81K ﹤0.01% 439
2025
Q1 		$203K Sell
7,540
-124
-2% -$3.26K ﹤0.01% 443
2024
Q4 		$198K Buy
7,664
+100
+1% +$2.63K ﹤0.01% 442
2024
Q3 		$203K Buy
7,564
+120
+2% +$3.17K ﹤0.01% 445
2024
Q2 		$194K Sell
7,444
-284
-4% -$7.34K ﹤0.01% 439
2024
Q1 		$202K Buy
7,728
+140
+2% +$3.63K ﹤0.01% 450
2023
Q4 		$198K Buy
7,588
+100
+1% +$2.54K ﹤0.01% 472
2023
Q3 		$189K Buy
7,488
+340
+5% +$8.76K ﹤0.01% 455
2023
Q2 		$187K Buy
7,148
+2,720
+61% +$72.1K ﹤0.01% 461
2023
Q1 		$119K Sell
4,428
-1,534
-26% -$40.4K ﹤0.01% 443
2022
Q4 		$154K Buy
5,962
+336
+6% +$8.79K ﹤0.01% 415
2022
Q3 		$146K Buy
5,626
+1,522
+37% +$42.3K ﹤0.01% 413
2022
Q2 		$115K Buy
4,104
+4,000
+3,846% +$116K ﹤0.01% 443
2022
Q1 		$3.16K Buy
+104
New +$3.19K ﹤0.01% 971
2021
Q4 		– Sell
-104
Closed -$3.25K – 788
2021
Q3 		$3.25K Hold
104
– – ﹤0.01% 818
2021
Q2 		$3.25K Hold
104
– – ﹤0.01% 801
2021
Q1 		$3.18K Hold
104
– – ﹤0.01% 834
2020
Q4 		$3.23K Buy
+104
New +$3.19K ﹤0.01% 848
2019
Q1 		– Sell
-400
Closed -$10.7K – 758
2018
Q4 		$10.7K Buy
+400
New +$10.6K ﹤0.01% 581
2018
Q3 		– Sell
-718
Closed -$19.7K – 735
2018
Q2 		$19.7K Buy
+718
New +$19.6K ﹤0.01% 526

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

Bartlett & Co Wealth Management's SCHP Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 4,364 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Bartlett & Co Wealth Management first reported a position in SCHP in Q2 2018 and has held it in 23 quarters since. The position peaked at $212K in Q3 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Bartlett & Co Wealth Management held 4,364 shares of Schwab US TIPS ETF worth $117K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Schwab US TIPS ETF share count unchanged in Q1 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #540 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2018 and has held it in 23 quarters since.
  • Bartlett & Co Wealth Management's Schwab US TIPS ETF position peaked at $212K in Q3 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.