Belpointe Asset Management
SCHP icon

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
Q3 		$2.2M Sell
87,347
-23,087
-21% -$598K 0.06% 309
2026
Q2 		$2.93M Sell
110,434
-13,788
-11% -$368K 0.1% 198
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Elm Partners Management
Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Belpointe Asset Management's SCHP Position: Q3 2026 in Review

Belpointe Asset Management reduced its Schwab US TIPS ETF (SCHP) stake by 21% in Q3 2026, selling an estimated $598K and leaving 87,347 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #309.

Belpointe Asset Management first reported a position in SCHP in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.69M in Q4 2021. 627 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Belpointe Asset Management held 87,347 shares of Schwab US TIPS ETF worth $2.2M as of Q3 2026.
  • Belpointe Asset Management sold 23,087 Schwab US TIPS ETF shares in Q3 2026, an estimated $598K.
  • Schwab US TIPS ETF made up 0.06% of Belpointe Asset Management's portfolio in Q3 2026, its #309 holding.
  • Belpointe Asset Management first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 17 quarters since.
  • Belpointe Asset Management's Schwab US TIPS ETF position peaked at $4.69M in Q4 2021.
  • 627 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.