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EQ Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

EQ Wealth 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 		$9.09M Sell
341,629
-83,651
-20% -$2.23M 5.31% 6
2025
Q4 		$11.3M Sell
425,280
-24,645
-5% -$661K 6.65% 4
2025
Q3 		$12.1M Buy
449,925
+19,734
+5% +$528K 7.97% 4
2025
Q2 		$11.5M Buy
430,191
+78,325
+22% +$2.07M 7.82% 4
2025
Q1 		$9.46M Buy
351,866
+45,947
+15% +$1.21M 7.54% 3
2024
Q4 		$7.9M Buy
+305,919
New +$8.04M 7.6% 4

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

EQ Wealth Advisors's SCHP Position: Q1 2026 in Review

EQ Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 20% in Q1 2026, selling an estimated $2.23M and leaving 341,629 shares worth $9.09M. The position accounts for 5.31% of the portfolio, ranked #6.

EQ Wealth Advisors first reported a position in SCHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.1M in Q3 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • EQ Wealth Advisors held 341,629 shares of Schwab US TIPS ETF worth $9.09M as of Q1 2026.
  • EQ Wealth Advisors sold 83,651 Schwab US TIPS ETF shares in Q1 2026, an estimated $2.23M.
  • Schwab US TIPS ETF made up 5.31% of EQ Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • EQ Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
  • EQ Wealth Advisors's Schwab US TIPS ETF position peaked at $12.1M in Q3 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.