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Hayek Kallen Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Hayek Kallen Investment 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 		$725K Buy
+27,260
New +$727K 0.24% 59
2025
Q4 		– Sell
-36,520
Closed -$984K – 163
2025
Q3 		$984K Sell
36,520
-590
-2% -$15.8K 0.31% 52
2025
Q2 		$990K Sell
37,110
-3,440
-8% -$91K 0.34% 50
2025
Q1 		$1.09M Sell
40,550
-2,699
-6% -$71K 0.4% 48
2024
Q4 		$1.12M Sell
43,249
-8,443
-16% -$222K 0.41% 48
2024
Q3 		$1.39M Sell
51,692
-5,740
-10% -$152K 0.49% 44
2024
Q2 		$1.49M Sell
57,432
-12,442
-18% -$322K 0.56% 42
2024
Q1 		$1.82M Sell
69,874
-8,200
-11% -$213K 0.7% 41
2023
Q4 		$2.04M Sell
78,074
-25,082
-24% -$638K 0.85% 34
2023
Q3 		$2.6M Sell
103,156
-1,732
-2% -$44.6K 1.17% 31
2023
Q2 		$2.75M Sell
104,888
-1,388
-1% -$36.8K 1.17% 30
2023
Q1 		$2.85M Sell
106,276
-3,300
-3% -$86.8K 1.29% 29
2022
Q4 		$2.84M Sell
109,576
-59,026
-35% -$1.54M 1.31% 29
2022
Q3 		$4.37M Sell
168,602
-2,978
-2% -$82.8K 2.05% 15
2022
Q2 		$4.79M Sell
171,580
-4,852
-3% -$141K 2.08% 16
2022
Q1 		$5.36M Sell
176,432
-1,250
-0.7% -$38.3K 1.98% 16
2021
Q4 		$5.59M Buy
177,682
+19,306
+12% +$608K 1.99% 16
2021
Q3 		$4.96M Buy
158,376
+18,426
+13% +$581K 2.26% 12
2021
Q2 		$4.37M Buy
139,950
+1,200
+0.9% +$37.2K 1.84% 19
2021
Q1 		$4.24M Buy
+138,750
New +$4.27M 1.91% 18

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

Hayek Kallen Investment Management's SCHP Position: Q1 2026 in Review

Hayek Kallen Investment Management opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2026: 27,260 shares worth $725K. The stake represents 0.24% of the portfolio and ranks #59 among its holdings. This is a return to the name: Hayek Kallen Investment Management previously reported a position in SCHP as recently as Q3 2025.

Hayek Kallen Investment Management first reported a position in SCHP in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.59M in Q4 2021. 731 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Hayek Kallen Investment Management held 27,260 shares of Schwab US TIPS ETF worth $725K as of Q1 2026.
  • Schwab US TIPS ETF was a new Hayek Kallen Investment Management position in Q1 2026.
  • Schwab US TIPS ETF made up 0.24% of Hayek Kallen Investment Management's portfolio in Q1 2026, its #59 holding.
  • Hayek Kallen Investment Management first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 20 quarters since.
  • Hayek Kallen Investment Management's Schwab US TIPS ETF position peaked at $5.59M in Q4 2021.
  • 731 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.