HWM
SCHP icon

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

HighMark 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 		$1.01K Sell
38
-84
-69% -$2.24K ﹤0.01% 487
2025
Q4 		$3.23K Buy
122
+85
+230% +$2.28K ﹤0.01% 447
2025
Q3 		$1.01K Hold
37
– – ﹤0.01% 528
2025
Q2 		$987 Buy
+37
New +$979 ﹤0.01% 530

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

HighMark Wealth Management's SCHP Position: Q1 2026 in Review

HighMark Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 69% in Q1 2026, selling an estimated $2.24K and leaving 38 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

HighMark Wealth Management first reported a position in SCHP in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.23K in Q4 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • HighMark Wealth Management held 38 shares of Schwab US TIPS ETF worth $1.01K as of Q1 2026.
  • HighMark Wealth Management sold 84 Schwab US TIPS ETF shares in Q1 2026, an estimated $2.24K.
  • Schwab US TIPS ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #487 holding.
  • HighMark Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 4 quarters since.
  • HighMark Wealth Management's Schwab US TIPS ETF position peaked at $3.23K in Q4 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.