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

Forvis Mazars 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 		– Sell
-13,754
Closed -$364K – 413
2025
Q4 		$364K Buy
+13,754
New +$369K 0.01% 324

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MERSOM
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QCM
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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

Forvis Mazars Wealth Advisors's SCHP Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 13,754 shares — an estimated $364K sold.

Forvis Mazars Wealth Advisors first reported a position in SCHP in Q4 2025 and held it in 1 quarter. The position peaked at $364K in Q4 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Forvis Mazars Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 13,754 Schwab US TIPS ETF shares in Q1 2026, an estimated $364K.
  • Forvis Mazars Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2025 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Schwab US TIPS ETF position peaked at $364K in Q4 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

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