Benjamin Edwards Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Benjamin Edwards Inc’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	$326K	Sell	12,237 -413	-3%	-$11K	﹤0.01%	1135
2025 Q4	$335K	Sell	12,650 -509	-4%	-$13.7K	﹤0.01%	1070
2025 Q3	$355K	Buy	13,159 +78	+0.6%	+$2.09K	﹤0.01%	1043
2025 Q2	$349K	Sell	13,081 -427	-3%	-$11.3K	﹤0.01%	958
2025 Q1	$363K	Sell	13,508 -159	-1%	-$4.18K	0.01%	889
2024 Q4	$353K	Sell	13,667 -2,137	-14%	-$56.2K	0.01%	939
2024 Q3	$424K	Buy	+15,804	New	+$417K	0.01%	843

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Benjamin Edwards Inc's SCHP Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Schwab US TIPS ETF (SCHP) stake by 3.3% in Q1 2026, selling an estimated $11K and leaving 12,237 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Benjamin Edwards Inc first reported a position in SCHP in Q3 2024 and has held it in 7 quarters since. The position peaked at $424K in Q3 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Benjamin Edwards Inc held 12,237 shares of Schwab US TIPS ETF worth $326K as of Q1 2026.
Benjamin Edwards Inc sold 413 Schwab US TIPS ETF shares in Q1 2026, an estimated $11K.
Schwab US TIPS ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1135 holding.
Benjamin Edwards Inc first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's Schwab US TIPS ETF position peaked at $424K in Q3 2024.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.