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Concurrent Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Concurrent Investment 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 		$449K Sell
16,869
-759
-4% -$20.3K ﹤0.01% 1272
2025
Q4 		$467K Sell
17,628
-2,339
-12% -$62.7K 0.01% 1176
2025
Q3 		$538K Sell
19,967
-1,000
-5% -$26.8K 0.01% 889
2025
Q2 		$559K Buy
+20,967
New +$555K 0.01% 809

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

Concurrent Investment Advisors's SCHP Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 4.3% in Q1 2026, selling an estimated $20.3K and leaving 16,869 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Concurrent Investment Advisors first reported a position in SCHP in Q2 2025 and has held it in 4 quarters since. The position peaked at $559K in Q2 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Concurrent Investment Advisors held 16,869 shares of Schwab US TIPS ETF worth $449K as of Q1 2026.
  • Concurrent Investment Advisors sold 759 Schwab US TIPS ETF shares in Q1 2026, an estimated $20.3K.
  • Schwab US TIPS ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1272 holding.
  • Concurrent Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Schwab US TIPS ETF position peaked at $559K in Q2 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

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