Corient Private Wealth
SCHP icon

Corient Private Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Corient Private Wealth’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 		$400K Sell
15,253
-19,049
-56% -$508K ﹤0.01% 2146
2025
Q4 		$878K Buy
34,302
+17,948
+110% +$481K ﹤0.01% 1953
2025
Q3 		$441K Sell
16,354
-3,024
-16% -$80.9K ﹤0.01% 1873
2025
Q2 		$517K Sell
19,378
-9,933
-34% -$263K ﹤0.01% 1683
2025
Q1 		$788K Buy
29,311
+10,343
+55% +$272K ﹤0.01% 1384
2024
Q4 		$490K Buy
18,968
+1,398
+8% +$36.7K ﹤0.01% 1625
2024
Q3 		$471K Sell
17,570
-32,970
-65% -$871K ﹤0.01% 1771
2024
Q2 		$1.31M Buy
50,540
+7,562
+18% +$196K ﹤0.01% 1220
2024
Q1 		$1.12M Buy
42,978
+2,236
+5% +$58K ﹤0.01% 1277
2023
Q4 		$1.06M Sell
40,742
-17,528
-30% -$446K ﹤0.01% 1267
2023
Q3 		$1.47M Buy
58,270
+18,392
+46% +$474K ﹤0.01% 1042
2023
Q2 		$1.05M Sell
39,878
-2,714
-6% -$72K ﹤0.01% 1135
2023
Q1 		$1.14M Sell
42,592
-59,854
-58% -$1.58M ﹤0.01% 1035
2022
Q4 		$1.83M Buy
+102,446
New +$2.68M 0.01% 730

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

Corient Private Wealth's SCHP Position: Q1 2026 in Review

Corient Private Wealth reduced its Schwab US TIPS ETF (SCHP) stake by 56% in Q1 2026, selling an estimated $508K and leaving 15,253 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Corient Private Wealth first reported a position in SCHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.83M in Q4 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Corient Private Wealth held 15,253 shares of Schwab US TIPS ETF worth $400K as of Q1 2026.
  • Corient Private Wealth sold 19,049 Schwab US TIPS ETF shares in Q1 2026, an estimated $508K.
  • Schwab US TIPS ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2146 holding.
  • Corient Private Wealth first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Schwab US TIPS ETF position peaked at $1.83M in Q4 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.