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Belpointe Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Belpointe Asset 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 		$3.31M Buy
124,222
+64,108
+107% +$1.71M 0.12% 156
2025
Q4 		$1.59M Buy
60,114
+3,174
+6% +$85.1K 0.06% 278
2025
Q3 		$1.53M Buy
56,940
+13,346
+31% +$357K 0.06% 281
2025
Q2 		$1.16M Sell
43,594
-1,239
-3% -$32.8K 0.05% 312
2025
Q1 		$1.21M Buy
+44,833
New +$1.18M 0.06% 292
2023
Q2 		– Sell
-18,520
Closed -$496K – 2853
2023
Q1 		$496K Sell
18,520
-27,030
-59% -$711K 0.03% 573
2022
Q4 		$1.18M Sell
45,550
-32,620
-42% -$853K 0.07% 278
2022
Q3 		$2.02M Sell
78,170
-9,348
-11% -$260K 0.14% 153
2022
Q2 		$2.44M Buy
87,518
+11,340
+15% +$329K 0.16% 132
2022
Q1 		$2.31M Sell
76,178
-72,818
-49% -$2.23M 0.14% 147
2021
Q4 		$4.69M Buy
148,996
+21,558
+17% +$679K 0.29% 68
2021
Q3 		$3.99M Buy
127,438
+49,824
+64% +$1.57M 0.27% 72
2021
Q2 		$2.42M Buy
77,614
+62,132
+401% +$1.93M 0.17% 124
2021
Q1 		$473K Sell
15,482
-390
-2% -$12K 0.04% 458
2020
Q4 		$493K Buy
+15,872
New +$488K 0.04% 405

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

Belpointe Asset Management's SCHP Position: Q1 2026 in Review

Belpointe Asset Management increased its Schwab US TIPS ETF (SCHP) stake by 107% in Q1 2026, buying an estimated $1.71M and bringing the position to 124,222 shares worth $3.31M. The position accounts for 0.12% of the portfolio, ranked #156.

Belpointe Asset Management first reported a position in SCHP in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.69M in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Belpointe Asset Management held 124,222 shares of Schwab US TIPS ETF worth $3.31M as of Q1 2026.
  • Belpointe Asset Management bought 64,108 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.71M.
  • Schwab US TIPS ETF made up 0.12% of Belpointe Asset Management's portfolio in Q1 2026, its #156 holding.
  • Belpointe Asset Management first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 15 quarters since.
  • Belpointe Asset Management's Schwab US TIPS ETF position peaked at $4.69M in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.