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Beacon Pointe Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Beacon Pointe Advisors’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 		$98.1M Buy
3,687,349
+140,734
+4% +$3.75M 0.52% 39
2025
Q4 		$93.9M Buy
3,546,615
+3,168,924
+839% +$85M 0.66% 28
2025
Q3 		$10.2M Buy
377,691
+278,101
+279% +$7.44M 0.09% 220
2025
Q2 		$2.66M Sell
99,590
-13,447
-12% -$356K 0.03% 429
2025
Q1 		$3.04M Sell
113,037
-5,495
-5% -$144K 0.03% 380
2024
Q4 		$3.06M Sell
118,532
-9,384
-7% -$247K 0.03% 362
2024
Q3 		$3.43M Sell
127,916
-17,716
-12% -$468K 0.04% 363
2024
Q2 		$3.79M Sell
145,632
-6,622
-4% -$171K 0.04% 340
2024
Q1 		$3.97M Buy
152,254
+72,368
+91% +$1.88M 0.04% 349
2023
Q4 		$2.09M Sell
79,886
-26,200
-25% -$666K 0.02% 474
2023
Q3 		$2.68M Buy
106,086
+52,744
+99% +$1.36M 0.03% 403
2023
Q2 		$1.4M Sell
53,342
-99,244
-65% -$2.63M 0.02% 447
2023
Q1 		$4.09M Buy
152,586
+5,798
+4% +$153K 0.07% 250
2022
Q4 		$3.8M Sell
146,788
-51,788
-26% -$1.35M 0.07% 241
2022
Q3 		$5.15M Sell
198,576
-74,280
-27% -$2.06M 0.12% 168
2022
Q2 		$7.62M Sell
272,856
-673,072
-71% -$19.5M 0.16% 139
2022
Q1 		$28.7M Sell
945,928
-1,364,600
-59% -$41.9M 0.39% 58
2021
Q4 		$72.7M Buy
2,310,528
+199,096
+9% +$6.27M 1.89% 7
2021
Q3 		$66.1M Buy
2,111,432
+177,214
+9% +$5.59M 1.63% 7
2021
Q2 		$60.5M Buy
1,934,218
+407,122
+27% +$12.6M 2.14% 6
2021
Q1 		$46.7M Buy
1,527,096
+215,998
+16% +$6.65M 2.87% 6
2020
Q4 		$40.6M Buy
1,311,098
+460,528
+54% +$14.1M 2.78% 6
2020
Q3 		$26.2M Buy
+850,570
New +$26M 2.53% 7

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

Beacon Pointe Advisors's SCHP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab US TIPS ETF (SCHP) stake by 4% in Q1 2026, buying an estimated $3.75M and bringing the position to 3,687,349 shares worth $98.1M. The position accounts for 0.52% of the portfolio, ranked #39.

Beacon Pointe Advisors first reported a position in SCHP in Q3 2020 and has held it in 23 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Beacon Pointe Advisors held 3,687,349 shares of Schwab US TIPS ETF worth $98.1M as of Q1 2026.
  • Beacon Pointe Advisors bought 140,734 Schwab US TIPS ETF shares in Q1 2026, an estimated $3.75M.
  • Schwab US TIPS ETF made up 0.52% of Beacon Pointe Advisors's portfolio in Q1 2026, its #39 holding.
  • Beacon Pointe Advisors first reported a position in Schwab US TIPS ETF in Q3 2020 and has held it in 23 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.