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

Brand Asset Management Group’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 		$564K Sell
21,213
-3,480
-14% -$92.8K 0.15% 91
2025
Q4 		$654K Sell
24,693
-1,659
-6% -$44.5K 0.18% 73
2025
Q3 		$710K Buy
+26,352
New +$705K 0.2% 68

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

Brand Asset Management Group's SCHP Position: Q1 2026 in Review

Brand Asset Management Group reduced its Schwab US TIPS ETF (SCHP) stake by 14% in Q1 2026, selling an estimated $92.8K and leaving 21,213 shares worth $564K. The position accounts for 0.15% of the portfolio, ranked #91.

Brand Asset Management Group first reported a position in SCHP in Q3 2025 and has held it in 3 quarters since. The position peaked at $710K in Q3 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Brand Asset Management Group held 21,213 shares of Schwab US TIPS ETF worth $564K as of Q1 2026.
  • Brand Asset Management Group sold 3,480 Schwab US TIPS ETF shares in Q1 2026, an estimated $92.8K.
  • Schwab US TIPS ETF made up 0.15% of Brand Asset Management Group's portfolio in Q1 2026, its #91 holding.
  • Brand Asset Management Group first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 3 quarters since.
  • Brand Asset Management Group's Schwab US TIPS ETF position peaked at $710K in Q3 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Brand Asset Management Group's 13F filing for Q1 2026, filed 11 May 2026.