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Claro Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Claro Advisors’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 		$215K Buy
+8,086
New +$216K 0.03% 469
2024
Q3 		– Sell
-39,520
Closed -$1.03M – 527
2024
Q2 		$1.03M Buy
39,520
+17,018
+76% +$440K 0.16% 120
2024
Q1 		$587K Buy
+22,502
New +$584K 0.1% 211

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

Claro Advisors's SCHP Position: Q1 2026 in Review

Claro Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2026: 8,086 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #469 among its holdings. This is a return to the name: Claro Advisors previously reported a position in SCHP as recently as Q2 2024.

Claro Advisors first reported a position in SCHP in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.03M in Q2 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Claro Advisors held 8,086 shares of Schwab US TIPS ETF worth $215K as of Q1 2026.
  • Schwab US TIPS ETF was a new Claro Advisors position in Q1 2026.
  • Schwab US TIPS ETF made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #469 holding.
  • Claro Advisors first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 3 quarters since.
  • Claro Advisors's Schwab US TIPS ETF position peaked at $1.03M in Q2 2024.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.