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Braun-Bostich & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Braun-Bostich & Associates’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 		$1.79M Sell
67,168
-97
-0.1% -$2.59K 1.12% 26
2025
Q4 		$1.78M Buy
67,265
+2,433
+4% +$65.3K 1.1% 28
2025
Q3 		$1.75M Buy
64,832
+2,442
+4% +$65.4K 1.1% 27
2025
Q2 		$1.66M Buy
62,390
+1,483
+2% +$39.2K 1.14% 27
2025
Q1 		$1.64M Sell
60,907
-2,390
-4% -$62.8K 1.21% 25
2024
Q4 		$1.63M Sell
63,297
-4,125
-6% -$108K 1.18% 23
2024
Q3 		$1.81M Buy
67,422
+5,540
+9% +$146K 1.26% 23
2024
Q2 		$1.61M Buy
61,882
+32,050
+107% +$829K 1.2% 25
2024
Q1 		$778K Buy
29,832
+11,992
+67% +$311K 0.65% 47
2023
Q4 		$466K Buy
+17,840
New +$454K 0.42% 60
2023
Q3 		– Sell
-16,072
Closed -$421K – 97
2023
Q2 		$421K Buy
16,072
+892
+6% +$23.6K 0.9% 42
2023
Q1 		$407K Buy
15,180
+808
+6% +$21.3K 0.96% 40
2022
Q4 		$372K Sell
14,372
-44
-0.3% -$1.15K 1.07% 34
2022
Q3 		$373K Buy
14,416
+2,944
+26% +$81.8K 1.14% 39
2022
Q2 		$320K Buy
+11,472
New +$333K 0.83% 44

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

Braun-Bostich & Associates's SCHP Position: Q1 2026 in Review

Braun-Bostich & Associates reduced its Schwab US TIPS ETF (SCHP) stake by 0.14% in Q1 2026, selling an estimated $2.59K and leaving 67,168 shares worth $1.79M. The position accounts for 1.12% of the portfolio, ranked #26.

Braun-Bostich & Associates first reported a position in SCHP in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.81M in Q3 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Braun-Bostich & Associates held 67,168 shares of Schwab US TIPS ETF worth $1.79M as of Q1 2026.
  • Braun-Bostich & Associates sold 97 Schwab US TIPS ETF shares in Q1 2026, an estimated $2.59K.
  • Schwab US TIPS ETF made up 1.12% of Braun-Bostich & Associates's portfolio in Q1 2026, its #26 holding.
  • Braun-Bostich & Associates first reported a position in Schwab US TIPS ETF in Q2 2022 and has held it in 15 quarters since.
  • Braun-Bostich & Associates's Schwab US TIPS ETF position peaked at $1.81M in Q3 2024.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Braun-Bostich & Associates's 13F filing for Q1 2026, filed 15 Apr 2026.