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Edgestream Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Edgestream Partners’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 		$266K Sell
9,999
-33,576
-77% -$896K 0.01% 819
2025
Q4 		$1.15M Buy
43,575
+2,485
+6% +$66.7K 0.03% 659
2025
Q3 		$1.11M Buy
41,090
+21,389
+109% +$572K 0.03% 616
2025
Q2 		$526K Buy
+19,701
New +$521K 0.01% 725

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

Edgestream Partners's SCHP Position: Q1 2026 in Review

Edgestream Partners reduced its Schwab US TIPS ETF (SCHP) stake by 77% in Q1 2026, selling an estimated $896K and leaving 9,999 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #819.

Edgestream Partners first reported a position in SCHP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Edgestream Partners held 9,999 shares of Schwab US TIPS ETF worth $266K as of Q1 2026.
  • Edgestream Partners sold 33,576 Schwab US TIPS ETF shares in Q1 2026, an estimated $896K.
  • Schwab US TIPS ETF made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #819 holding.
  • Edgestream Partners first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 4 quarters since.
  • Edgestream Partners's Schwab US TIPS ETF position peaked at $1.15M in Q4 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.