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Howe & Rusling’s Schwab US TIPS ETF SCHP Stock Holding History

Howe & Rusling’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 		$8.62K Sell
324
-3,433
-91% -$91.6K ﹤0.01% 433
2025
Q4 		$99.5K Buy
3,757
+1,540
+69% +$41.3K 0.01% 329
2025
Q3 		$59.7K Sell
2,217
-1,120
-34% -$30K ﹤0.01% 345
2025
Q2 		$89K Sell
3,337
-706
-17% -$18.7K 0.01% 321
2025
Q1 		$109K Buy
4,043
+1,363
+51% +$35.8K 0.01% 294
2024
Q4 		$69.2K Buy
2,680
+1,848
+222% +$48.6K 0.01% 299
2024
Q3 		$22.3K Sell
832
-292
-26% -$7.71K ﹤0.01% 330
2024
Q2 		$29.2K Sell
1,124
-2,000
-64% -$51.7K ﹤0.01% 303
2024
Q1 		$81.5K Buy
3,124
+270
+9% +$7K 0.01% 273
2023
Q4 		$74.5K Sell
2,854
-1,424
-33% -$36.2K 0.01% 259
2023
Q3 		$108K Sell
4,278
-212
-5% -$5.46K 0.01% 233
2023
Q2 		$118K Sell
4,490
-188
-4% -$4.98K 0.01% 239
2023
Q1 		$125K Buy
4,678
+152
+3% +$4K 0.01% 221
2022
Q4 		$117K Buy
4,526
+646
+17% +$16.9K 0.01% 212
2022
Q3 		$100K Sell
3,880
-354
-8% -$9.84K 0.01% 255
2022
Q2 		$118K Buy
4,234
+578
+16% +$16.8K 0.02% 238
2022
Q1 		$111K Hold
3,656
– – 0.01% 248
2021
Q4 		$115K Sell
3,656
-2,030
-36% -$63.9K 0.01% 238
2021
Q3 		$178K Buy
5,686
+2,030
+56% +$64.1K 0.02% 201
2021
Q2 		$114K Buy
3,656
+1,956
+115% +$60.6K 0.01% 229
2021
Q1 		$52K Sell
1,700
-5,084
-75% -$157K 0.01% 293
2020
Q4 		$211K Buy
+6,784
New +$208K 0.03% 159
2020
Q2 		– Sell
-3,284
Closed -$94K – 889
2020
Q1 		$94K Buy
+3,284
New +$94K 0.02% 199
2019
Q4 		– Sell
-196
Closed -$6K – 875
2019
Q3 		$6K Buy
+196
New +$5.55K ﹤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

Howe & Rusling's SCHP Position: Q1 2026 in Review

Howe & Rusling reduced its Schwab US TIPS ETF (SCHP) stake by 91% in Q1 2026, selling an estimated $91.6K and leaving 324 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Howe & Rusling first reported a position in SCHP in Q3 2019 and has held it in 24 quarters since. The position peaked at $211K in Q4 2020. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Howe & Rusling held 324 shares of Schwab US TIPS ETF worth $8.62K as of Q1 2026.
  • Howe & Rusling sold 3,433 Schwab US TIPS ETF shares in Q1 2026, an estimated $91.6K.
  • Schwab US TIPS ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #433 holding.
  • Howe & Rusling first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 24 quarters since.
  • Howe & Rusling's Schwab US TIPS ETF position peaked at $211K in Q4 2020.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.