Golden State Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Golden State Wealth 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	$21.2K	Buy	798 +779	+4,100%	+$20.8K	﹤0.01%	898
2025 Q4	$514	Hold	19	–	–	﹤0.01%	1589
2025 Q3	$514	Buy	+19	New	+$508	﹤0.01%	1568
2025 Q1	–	Sell	-118	Closed	-$3.05K	–	1635
2024 Q4	$3.05K	Buy	+118	New	+$3.1K	﹤0.01%	1198
2020 Q2	–	Sell	-118	Closed	-$3K	–	757
2020 Q1	$3K	Buy	+118	New	+$3.38K	﹤0.01%	824
2019 Q4	–	Sell	-140	Closed	-$4K	–	756
2019 Q3	$4K	Buy	140 +22	+19%	+$624	﹤0.01%	900
2019 Q2	$3K	Sell	118 -9,034	-99%	-$250K	﹤0.01%	949
2019 Q1	$252K	Buy	+9,152	New	+$247K	0.08%	196

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Golden State Wealth Management's SCHP Position: Q1 2026 in Review

Golden State Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 4,100% in Q1 2026, buying an estimated $20.8K and bringing the position to 798 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Golden State Wealth Management first reported a position in SCHP in Q1 2019 and has held it in 8 quarters since. The position peaked at $252K in Q1 2019. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Golden State Wealth Management held 798 shares of Schwab US TIPS ETF worth $21.2K as of Q1 2026.
Golden State Wealth Management bought 779 Schwab US TIPS ETF shares in Q1 2026, an estimated $20.8K.
Schwab US TIPS ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #898 holding.
Golden State Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 8 quarters since.
Golden State Wealth Management's Schwab US TIPS ETF position peaked at $252K in Q1 2019.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.