Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Schwab US TIPS ETF SCHP Stock Holding History

Carson Wealth (CWM LLC)’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 		$560K Sell
21,056
-1,477
-7% -$39.4K ﹤0.01% 1929
2025
Q4 		$597K Buy
22,533
+1,435
+7% +$38.5K ﹤0.01% 1806
2025
Q3 		$569K Sell
21,098
-16,594
-44% -$444K ﹤0.01% 1715
2025
Q2 		$1.01M Buy
37,692
+30,168
+401% +$798K ﹤0.01% 1237
2025
Q1 		$202K Buy
7,524
+1,294
+21% +$34K ﹤0.01% 1916
2024
Q4 		$161K Buy
6,230
+610
+11% +$16K ﹤0.01% 1971
2024
Q3 		$151K Buy
5,620
+688
+14% +$18.2K ﹤0.01% 1927
2024
Q2 		$128K Buy
4,932
+170
+4% +$4.39K ﹤0.01% 1829
2024
Q1 		$124K Buy
4,762
+310
+7% +$8.04K ﹤0.01% 1762
2023
Q4 		$116K Buy
4,452
+864
+24% +$22K ﹤0.01% 1669
2023
Q3 		$91K Sell
3,588
-558
-13% -$14.4K ﹤0.01% 1695
2023
Q2 		$109K Buy
4,146
+1,198
+41% +$31.8K ﹤0.01% 1524
2023
Q1 		$79K Buy
2,948
+1,404
+91% +$36.9K ﹤0.01% 1615
2022
Q4 		$40K Sell
1,544
-818
-35% -$21.4K ﹤0.01% 1880
2022
Q3 		$61K Buy
2,362
+750
+47% +$20.8K ﹤0.01% 1573
2022
Q2 		$45K Sell
1,612
-372
-19% -$10.8K ﹤0.01% 1678
2022
Q1 		$60K Sell
1,984
-866
-30% -$26.6K ﹤0.01% 1529
2021
Q4 		$90K Buy
+2,850
New +$89.7K ﹤0.01% 1332
2021
Q2 		$40K Hold
1,294
– – ﹤0.01% 1495
2021
Q1 		$40K Hold
1,294
– – ﹤0.01% 1495
2020
Q4 		$40K Hold
1,294
– – ﹤0.01% 1494
2020
Q3 		$40K Hold
1,294
– – ﹤0.01% 1494
2020
Q2 		$40K Hold
1,294
– – ﹤0.01% 1494
2020
Q1 		$40K Hold
1,294
– – ﹤0.01% 1494
2019
Q4 		$40K Hold
1,294
– – ﹤0.01% 1494
2019
Q3 		$40K Hold
1,294
– – ﹤0.01% 1494
2019
Q2 		$40K Hold
1,294
– – ﹤0.01% 1494
2019
Q1 		$40K Sell
1,294
-7,874
-86% -$213K ﹤0.01% 1494
2018
Q4 		$244K Buy
9,168
+6,576
+254% +$175K 0.01% 560
2018
Q3 		$70K Buy
2,592
+2,122
+451% +$57.8K ﹤0.01% 681
2018
Q2 		$13K Buy
+470
New +$12.8K ﹤0.01% 936
2017
Q2 		– Sell
-80
Closed -$2K – 1297
2017
Q1 		$2K Buy
+80
New +$2.21K ﹤0.01% 1003

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

Carson Wealth (CWM LLC)'s SCHP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Schwab US TIPS ETF (SCHP) stake by 6.6% in Q1 2026, selling an estimated $39.4K and leaving 21,056 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Carson Wealth (CWM LLC) first reported a position in SCHP in Q1 2017 and has held it in 32 quarters since. The position peaked at $1.01M in Q2 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,056 shares of Schwab US TIPS ETF worth $560K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,477 Schwab US TIPS ETF shares in Q1 2026, an estimated $39.4K.
  • Schwab US TIPS ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1929 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab US TIPS ETF in Q1 2017 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab US TIPS ETF position peaked at $1.01M in Q2 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.