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Ellenbecker Investment Group’s Schwab US TIPS ETF SCHP Stock Holding History

Ellenbecker Investment Group’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 		$368K Sell
13,839
-2,322
-14% -$62K 0.05% 91
2025
Q4 		$428K Sell
16,161
-72
-0.4% -$1.93K 0.06% 82
2025
Q3 		$437K Sell
16,233
-1,175
-7% -$31.4K 0.06% 81
2025
Q2 		$464K Sell
17,408
-3,999
-19% -$106K 0.08% 75
2025
Q1 		$576K Sell
21,407
-18,951
-47% -$498K 0.1% 61
2024
Q4 		$1.04M Sell
40,358
-71,962
-64% -$1.89M 0.19% 42
2024
Q3 		$3.01M Sell
112,320
-16,858
-13% -$445K 0.57% 20
2024
Q2 		$3.36M Sell
129,178
-3,302
-2% -$85.4K 0.68% 18
2024
Q1 		$3.46M Buy
132,480
+10,252
+8% +$266K 0.73% 17
2023
Q4 		$3.19M Buy
122,228
+16,480
+16% +$419K 0.74% 17
2023
Q3 		$2.67M Buy
105,748
+10,786
+11% +$278K 0.69% 18
2023
Q2 		$2.49M Buy
94,962
+14,190
+18% +$376K 0.63% 21
2023
Q1 		$2.17M Buy
+80,772
New +$2.13M 0.59% 22

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

Ellenbecker Investment Group's SCHP Position: Q1 2026 in Review

Ellenbecker Investment Group reduced its Schwab US TIPS ETF (SCHP) stake by 14% in Q1 2026, selling an estimated $62K and leaving 13,839 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #91.

Ellenbecker Investment Group first reported a position in SCHP in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.46M in Q1 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Ellenbecker Investment Group held 13,839 shares of Schwab US TIPS ETF worth $368K as of Q1 2026.
  • Ellenbecker Investment Group sold 2,322 Schwab US TIPS ETF shares in Q1 2026, an estimated $62K.
  • Schwab US TIPS ETF made up 0.05% of Ellenbecker Investment Group's portfolio in Q1 2026, its #91 holding.
  • Ellenbecker Investment Group first reported a position in Schwab US TIPS ETF in Q1 2023 and has held it in 13 quarters since.
  • Ellenbecker Investment Group's Schwab US TIPS ETF position peaked at $3.46M in Q1 2024.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.