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

HCR 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
-7,564
Closed -$200K – 258
2025
Q4 		$200K Sell
7,564
-85
-1% -$2.28K 0.02% 247
2025
Q3 		$206K Sell
7,649
-770
-9% -$20.6K 0.02% 231
2025
Q2 		$225K Hold
8,419
– – 0.03% 213
2025
Q1 		$226K Buy
8,419
+17
+0.2% +$447 0.03% 211
2024
Q4 		$217K Sell
8,402
-80
-0.9% -$2.1K 0.03% 216
2024
Q3 		$227K Sell
8,482
-228,798
-96% -$6.04M 0.03% 215
2024
Q2 		$6.17M Buy
237,280
+4,374
+2% +$113K 0.88% 16
2024
Q1 		$6.07M Sell
232,906
-3,204
-1% -$83.1K 0.92% 15
2023
Q4 		$6.16M Buy
236,110
+69,378
+42% +$1.76M 0.97% 16
2023
Q3 		$4.21M Buy
166,732
+2,266
+1% +$58.4K 0.92% 16
2023
Q2 		$4.31M Buy
164,466
+3,620
+2% +$96K 0.8% 21
2023
Q1 		$4.31M Buy
+160,846
New +$4.23M 0.85% 19
2021
Q1 		– Sell
-86
Closed -$3K – 255
2020
Q4 		$3K Buy
+86
New +$2.64K ﹤0.01% 256

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

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

HCR Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 7,564 shares — an estimated $200K sold.

HCR Wealth Advisors first reported a position in SCHP in Q4 2020 and held it in 13 quarters. The position peaked at $6.17M in Q2 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • HCR Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • HCR Wealth Advisors sold 7,564 Schwab US TIPS ETF shares in Q1 2026, an estimated $200K.
  • HCR Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 13 quarters.
  • HCR Wealth Advisors's Schwab US TIPS ETF position peaked at $6.17M in Q2 2024.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on HCR Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.