CWA
SCHP icon

Clearview Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Clearview Wealth 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
2025
Q4 		$310K Buy
11,692
+1,711
+17% +$45.9K 0.2% 84
2025
Q3 		$269K Sell
9,981
-420
-4% -$11.2K 0.17% 92
2025
Q2 		$278K Sell
10,401
-93
-0.9% -$2.46K 0.19% 88
2025
Q1 		$282K Sell
10,494
-500
-5% -$13.1K 0.21% 88
2024
Q4 		$284K Buy
10,994
+1,648
+18% +$43.3K 0.22% 81
2024
Q3 		$251K Buy
9,346
+1,412
+18% +$37.3K 0.19% 86
2024
Q2 		$206K Buy
+7,934
New +$205K 0.18% 93
2023
Q3 		– Sell
-9,484
Closed -$249K – 524
2023
Q2 		$249K Sell
9,484
-294
-3% -$7.79K 0.25% 101
2023
Q1 		$262K Sell
9,778
-28,724
-75% -$756K 0.27% 107
2022
Q4 		$997K Sell
38,502
-64,684
-63% -$1.69M 0.77% 28
2022
Q3 		$2.67M Sell
103,186
-35,328
-26% -$982K 2.12% 9
2022
Q2 		$3.87M Buy
138,514
+33,736
+32% +$979K 2.9% 8
2022
Q1 		$3.18M Sell
104,778
-44,788
-30% -$1.37M 2.09% 10
2021
Q4 		$4.7M Buy
149,566
+85,968
+135% +$2.71M 2.87% 7
2021
Q3 		$1.99M Buy
63,598
+56,734
+827% +$1.79M 1.26% 18
2021
Q2 		$215K Buy
6,864
+1,908
+38% +$59.2K 0.13% 109
2021
Q1 		$152K Buy
+4,956
New +$153K 0.1% 128

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Clearview Wealth Advisors's SCHP Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 17% in Q4 2025, buying an estimated $45.9K and bringing the position to 11,692 shares worth $310K. The position accounts for 0.2% of the portfolio, ranked #84.

Clearview Wealth Advisors first reported a position in SCHP in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.7M in Q4 2021. 714 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Clearview Wealth Advisors held 11,692 shares of Schwab US TIPS ETF worth $310K as of Q4 2025.
  • Clearview Wealth Advisors bought 1,711 Schwab US TIPS ETF shares in Q4 2025, an estimated $45.9K.
  • Schwab US TIPS ETF made up 0.2% of Clearview Wealth Advisors's portfolio in Q4 2025, its #84 holding.
  • Clearview Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 17 quarters since.
  • Clearview Wealth Advisors's Schwab US TIPS ETF position peaked at $4.7M in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.