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Calton & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Calton & 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 		$222K Sell
8,342
-1,596
-16% -$42.6K 0.03% 398
2025
Q4 		$263K Sell
9,938
-4,963
-33% -$133K 0.04% 358
2025
Q3 		$402K Buy
+14,901
New +$399K 0.06% 271
2025
Q2 		– Sell
-14,953
Closed -$402K – 413
2025
Q1 		$402K Buy
+14,953
New +$393K 0.09% 200

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

Calton & Associates's SCHP Position: Q1 2026 in Review

Calton & Associates reduced its Schwab US TIPS ETF (SCHP) stake by 16% in Q1 2026, selling an estimated $42.6K and leaving 8,342 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #398.

Calton & Associates first reported a position in SCHP in Q1 2025 and has held it in 4 quarters since. The position peaked at $402K in Q1 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Calton & Associates held 8,342 shares of Schwab US TIPS ETF worth $222K as of Q1 2026.
  • Calton & Associates sold 1,596 Schwab US TIPS ETF shares in Q1 2026, an estimated $42.6K.
  • Schwab US TIPS ETF made up 0.03% of Calton & Associates's portfolio in Q1 2026, its #398 holding.
  • Calton & Associates first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 4 quarters since.
  • Calton & Associates's Schwab US TIPS ETF position peaked at $402K in Q1 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.