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High Note Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

High Note Wealth’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 		$1.33M Sell
49,951
-30
-0.1% -$800 0.26% 59
2025
Q4 		$1.32M Sell
49,981
-240
-0.5% -$6.44K 0.26% 57
2025
Q3 		$1.35M Sell
50,221
-4,505
-8% -$121K 0.27% 58
2025
Q2 		$1.46M Sell
54,726
-17,019
-24% -$450K 0.33% 54
2025
Q1 		$1.93M Sell
71,745
-51,070
-42% -$1.34M 0.48% 41
2024
Q4 		$3.17M Sell
122,815
-41,203
-25% -$1.08M 0.83% 30
2024
Q3 		$4.4M Sell
164,018
-11,408
-7% -$301K 1.26% 23
2024
Q2 		$4.56M Sell
175,426
-1,530
-0.9% -$39.6K 1.39% 21
2024
Q1 		$4.62M Sell
176,956
-3,742
-2% -$97.1K 1.5% 21
2023
Q4 		$4.72M Sell
180,698
-6,170
-3% -$157K 1.77% 18
2023
Q3 		$4.72M Sell
186,868
-13,820
-7% -$356K 1.95% 17
2023
Q2 		$5.26M Sell
200,688
-29,212
-13% -$774K 2.14% 14
2023
Q1 		$6.16M Sell
229,900
-6,868
-3% -$181K 2.54% 12
2022
Q4 		$6.13M Sell
236,768
-66,072
-22% -$1.73M 2.57% 13
2022
Q3 		$7.94M Sell
302,840
-38,800
-11% -$1.08M 3.17% 10
2022
Q2 		$9.53M Buy
341,640
+10,042
+3% +$291K 3.72% 9
2022
Q1 		$10.1M Buy
331,598
+192,254
+138% +$5.9M 3.55% 10
2021
Q4 		$4.39M Buy
139,344
+20,412
+17% +$643K 1.48% 19
2021
Q3 		$3.74M Buy
118,932
+13,938
+13% +$440K 1.35% 26
2021
Q2 		$3.28M Buy
104,994
+17,458
+20% +$541K 1.19% 28
2021
Q1 		$2.68M Buy
87,536
+9,592
+12% +$296K 1.04% 34
2020
Q4 		$2.42M Buy
+77,944
New +$2.39M 1.03% 33

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

High Note Wealth's SCHP Position: Q1 2026 in Review

High Note Wealth reduced its Schwab US TIPS ETF (SCHP) stake by 0.06% in Q1 2026, selling an estimated $800 and leaving 49,951 shares worth $1.33M. The position accounts for 0.26% of the portfolio, ranked #59.

High Note Wealth first reported a position in SCHP in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.1M in Q1 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • High Note Wealth held 49,951 shares of Schwab US TIPS ETF worth $1.33M as of Q1 2026.
  • High Note Wealth sold 30 Schwab US TIPS ETF shares in Q1 2026, an estimated $800.
  • Schwab US TIPS ETF made up 0.26% of High Note Wealth's portfolio in Q1 2026, its #59 holding.
  • High Note Wealth first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 22 quarters since.
  • High Note Wealth's Schwab US TIPS ETF position peaked at $10.1M in Q1 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.