HWM
SCHP icon

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

Horizons 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 		$1.35M Sell
50,855
-616
-1% -$16.4K 0.89% 22
2025
Q4 		$1.36M Buy
51,471
+9,940
+24% +$267K 0.89% 22
2025
Q3 		$1.12M Buy
41,531
+1,647
+4% +$44.1K 0.76% 25
2025
Q2 		$1.06M Buy
39,884
+343
+0.9% +$9.07K 0.76% 26
2025
Q1 		$1.06M Buy
39,541
+206
+0.5% +$5.42K 0.79% 25
2024
Q4 		$1.02M Buy
39,335
+8,893
+29% +$234K 0.77% 26
2024
Q3 		$816K Buy
30,442
+214
+0.7% +$5.65K 0.63% 29
2024
Q2 		$790K Buy
30,228
+222
+0.7% +$5.74K 0.62% 29
2024
Q1 		$783K Hold
30,006
– – 0.51% 31
2023
Q4 		$783K Buy
30,006
+5,080
+20% +$129K 0.51% 31
2023
Q3 		$629K Sell
24,926
-132
-0.5% -$3.4K 0.46% 33
2023
Q2 		$657K Buy
25,058
+478
+2% +$12.7K 0.47% 30
2023
Q1 		$659K Buy
24,580
+268
+1% +$7.05K 0.48% 29
2022
Q4 		$630K Buy
24,312
+20,930
+619% +$548K 0.5% 27
2022
Q3 		$88K Hold
3,382
– – 0.08% 64
2022
Q2 		$96K Buy
+3,382
New +$98.1K 0.08% 66

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

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

Horizons Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 1.2% in Q1 2026, selling an estimated $16.4K and leaving 50,855 shares worth $1.35M. The position accounts for 0.89% of the portfolio, ranked #22.

Horizons Wealth Management first reported a position in SCHP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.36M in Q4 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Horizons Wealth Management held 50,855 shares of Schwab US TIPS ETF worth $1.35M as of Q1 2026.
  • Horizons Wealth Management sold 616 Schwab US TIPS ETF shares in Q1 2026, an estimated $16.4K.
  • Schwab US TIPS ETF made up 0.89% of Horizons Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Horizons Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's Schwab US TIPS ETF position peaked at $1.36M in Q4 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.