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GeoWealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

GeoWealth Management’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 		$213K Buy
8,011
+249
+3% +$6.64K 0.01% 705
2025
Q4 		$206K Sell
7,762
-1,068
-12% -$28.6K 0.01% 657
2025
Q3 		$238K Buy
8,830
+924
+12% +$24.7K 0.01% 649
2025
Q2 		$211K Sell
7,906
-983
-11% -$26K 0.01% 644
2025
Q1 		$239K Buy
8,889
+2,645
+42% +$69.5K 0.01% 608
2024
Q4 		$161K Sell
6,244
-12,582
-67% -$331K 0.01% 837
2024
Q3 		$505K Sell
18,826
-29,008
-61% -$766K 0.02% 468
2024
Q2 		$1.24M Sell
47,834
-63,448
-57% -$1.64M 0.05% 226
2024
Q1 		$2.9M Sell
111,282
-269,228
-71% -$6.98M 0.11% 137
2023
Q4 		$9.93M Buy
380,510
+282,312
+287% +$7.18M 0.82% 31
2023
Q3 		$2.48M Sell
98,198
-4,662
-5% -$120K 0.28% 87
2023
Q2 		$2.7M Buy
+102,860
New +$2.73M 0.29% 72
2023
Q1 		– Sell
-10,798
Closed -$280K – 431
2022
Q4 		$280K Sell
10,798
-622
-5% -$16.3K 0.03% 202
2022
Q3 		$295K Sell
11,420
-9,438
-45% -$262K 0.03% 200
2022
Q2 		$582K Sell
20,858
-1,466
-7% -$42.5K 0.08% 142
2022
Q1 		$676K Buy
22,324
+6,274
+39% +$192K 0.06% 179
2021
Q4 		$505K Buy
16,050
+1,140
+8% +$35.9K 0.04% 211
2021
Q3 		$467K Buy
14,910
+5,002
+50% +$158K 0.04% 226
2021
Q2 		$311K Buy
+9,908
New +$307K 0.04% 182
2020
Q2 		– Sell
-17,474
Closed -$503K – 160
2020
Q1 		$503K Sell
17,474
-2,660
-13% -$76.1K 0.36% 54
2019
Q4 		$570K Sell
20,134
-15,100
-43% -$428K 0.31% 54
2019
Q3 		$1M Buy
+35,234
New +$999K 0.22% 69

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

GeoWealth Management's SCHP Position: Q1 2026 in Review

GeoWealth Management increased its Schwab US TIPS ETF (SCHP) stake by 3.2% in Q1 2026, buying an estimated $6.64K and bringing the position to 8,011 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #705.

GeoWealth Management first reported a position in SCHP in Q3 2019 and has held it in 22 quarters since. The position peaked at $9.93M in Q4 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • GeoWealth Management held 8,011 shares of Schwab US TIPS ETF worth $213K as of Q1 2026.
  • GeoWealth Management bought 249 Schwab US TIPS ETF shares in Q1 2026, an estimated $6.64K.
  • Schwab US TIPS ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #705 holding.
  • GeoWealth Management first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 22 quarters since.
  • GeoWealth Management's Schwab US TIPS ETF position peaked at $9.93M in Q4 2023.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.