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Copia Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Copia Wealth Management’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 		$9.77K Hold
367
– – 0.01% 324
2025
Q4 		$9.72K Buy
+367
New +$9.84K 0.01% 326

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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

Copia Wealth Management's SCHP Position: Q1 2026 in Review

Copia Wealth Management held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 367 shares worth $9.77K. The position accounts for 0.01% of the portfolio, ranked #324.

Copia Wealth Management first reported a position in SCHP in Q4 2025 and has held it in 2 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Copia Wealth Management held 367 shares of Schwab US TIPS ETF worth $9.77K as of Q1 2026.
  • Copia Wealth Management left its Schwab US TIPS ETF share count unchanged in Q1 2026.
  • Schwab US TIPS ETF made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #324 holding.
  • Copia Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 2 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.