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Blue Bell Private Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Blue Bell Private 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 		$4.84K Hold
182
– – ﹤0.01% 616
2025
Q4 		$4.82K Hold
182
– – ﹤0.01% 606
2025
Q3 		$4.91K Sell
182
-1,128
-86% -$30.2K ﹤0.01% 595
2025
Q2 		$35K Hold
1,310
– – 0.01% 420
2025
Q1 		$35.2K Buy
1,310
+182
+16% +$4.79K 0.01% 414
2024
Q4 		$29.1K Hold
1,128
– – 0.01% 417
2024
Q3 		$30.2K Hold
1,128
– – 0.01% 427
2024
Q2 		$29.3K Buy
1,128
+224
+25% +$5.79K 0.01% 419
2024
Q1 		$23.6K Hold
904
– – 0.01% 446
2023
Q4 		$23.6K Sell
904
-356
-28% -$9.06K 0.01% 414
2023
Q3 		$31.8K Hold
1,260
– – 0.01% 311
2023
Q2 		$33K Sell
1,260
-60
-5% -$1.59K 0.01% 302
2023
Q1 		$35.4K Sell
1,320
-8
-0.6% -$211 0.01% 260
2022
Q4 		$34.4K Hold
1,328
– – 0.01% 247
2022
Q3 		$34K Sell
1,328
-100
-7% -$2.78K 0.01% 245
2022
Q2 		$40K Hold
1,428
– – 0.01% 235
2022
Q1 		$43K Sell
1,428
-150
-10% -$4.6K 0.01% 237
2021
Q4 		$50K Sell
1,578
-140
-8% -$4.41K 0.01% 208
2021
Q3 		$54K Sell
1,718
-8
-0.5% -$252 0.02% 106
2021
Q2 		$54K Sell
1,726
-200
-10% -$6.2K 0.02% 112
2021
Q1 		$59K Buy
1,926
+8
+0.4% +$246 0.02% 107
2020
Q4 		$60K Hold
1,918
– – 0.02% 101
2020
Q3 		$59K Hold
1,918
– – 0.02% 103
2020
Q2 		$60K Hold
1,918
– – 0.03% 93
2020
Q1 		$55K Hold
1,918
– – 0.03% 93
2019
Q4 		$54K Hold
1,918
– – 0.02% 103
2019
Q3 		$54K Hold
1,918
– – 0.02% 100
2019
Q2 		$54K Buy
1,918
+100
+6% +$2.77K 0.02% 101
2019
Q1 		$50K Hold
1,818
– – 0.02% 107
2018
Q4 		$48K Sell
1,818
-2,600
-59% -$69.2K 0.03% 106
2018
Q3 		$119K Sell
4,418
-970
-18% -$26.4K 0.05% 80
2018
Q2 		$148K Buy
5,388
+470
+10% +$12.8K 0.07% 76
2018
Q1 		$134K Hold
4,918
– – 0.06% 83
2017
Q4 		$136K Sell
4,918
-100
-2% -$2.77K 0.06% 85
2017
Q3 		$139K Buy
5,018
+800
+19% +$22.2K 0.07% 87
2017
Q2 		$116K Sell
4,218
-100
-2% -$2.77K 0.06% 98
2017
Q1 		$120K Sell
4,318
-100
-2% -$2.76K 0.07% 89
2016
Q4 		$122K Hold
4,418
– – 0.07% 93
2016
Q3 		$127K Sell
4,418
-6,660
-60% -$189K 0.07% 123
2016
Q2 		$313K Hold
11,078
– – 0.2% 70
2016
Q1 		$308K Hold
11,078
– – 0.21% 76
2015
Q4 		$294K Sell
11,078
-1,520
-12% -$40.8K 0.2% 82
2015
Q3 		$338K Hold
12,598
– – 0.23% 67
2015
Q2 		$341K Sell
12,598
-26
-0.2% -$710 0.21% 69
2015
Q1 		$346K Hold
12,624
– – 0.21% 61
2014
Q4 		$342K Sell
12,624
-680
-5% -$18.6K 0.2% 66
2014
Q3 		$360K Buy
13,304
+800
+6% +$22.1K 0.22% 67
2014
Q2 		$348K Buy
12,504
+1,136
+10% +$31.2K 0.21% 66
2014
Q1 		$307K Buy
11,368
+50
+0.4% +$1.35K 0.21% 64
2013
Q4 		$299K Sell
11,318
-2,118
-16% -$56.9K 0.23% 63
2013
Q3 		$363K Sell
13,436
-1,036
-7% -$27.8K 0.36% 48
2013
Q2 		$389K Buy
+14,472
New +$411K 0.34% 41

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

Blue Bell Private Wealth Management's SCHP Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 182 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Blue Bell Private Wealth Management first reported a position in SCHP in Q2 2013 and has held it in 52 quarters since. The position peaked at $389K in Q2 2013. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Blue Bell Private Wealth Management held 182 shares of Schwab US TIPS ETF worth $4.84K as of Q1 2026.
  • Blue Bell Private Wealth Management left its Schwab US TIPS ETF share count unchanged in Q1 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #616 holding.
  • Blue Bell Private Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2013 and has held it in 52 quarters since.
  • Blue Bell Private Wealth Management's Schwab US TIPS ETF position peaked at $389K in Q2 2013.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.