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Hoey Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Hoey Investments’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 		$10.4K Buy
392
+8
+2% +$213 ﹤0.01% 252
2025
Q4 		$10.2K Hold
384
– – ﹤0.01% 250
2025
Q3 		$10.3K Hold
384
– – ﹤0.01% 253
2025
Q2 		$10.2K Buy
+384
New +$10.2K ﹤0.01% 238

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

Hoey Investments's SCHP Position: Q1 2026 in Review

Hoey Investments increased its Schwab US TIPS ETF (SCHP) stake by 2.1% in Q1 2026, buying an estimated $213 and bringing the position to 392 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Hoey Investments first reported a position in SCHP in Q2 2025 and has held it in 4 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Hoey Investments held 392 shares of Schwab US TIPS ETF worth $10.4K as of Q1 2026.
  • Hoey Investments bought 8 Schwab US TIPS ETF shares in Q1 2026, an estimated $213.
  • Schwab US TIPS ETF made up ﹤0.01% of Hoey Investments's portfolio in Q1 2026, its #252 holding.
  • Hoey Investments first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 4 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.