IAA
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Independent Advisor Alliance’s Schwab US TIPS ETF SCHP Stock Holding History

Independent Advisor Alliance’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 		$1.45M Buy
54,384
+18,281
+51% +$488K 0.02% 661
2025
Q4 		$956K Buy
36,103
+21,572
+148% +$579K 0.02% 482
2025
Q3 		$392K Buy
+14,531
New +$389K 0.01% 692
2025
Q1 		– Sell
-14,568
Closed -$376K – 1266
2024
Q4 		$376K Buy
+14,568
New +$383K 0.01% 1046
2024
Q2 		– Sell
-12,310
Closed -$321K – 743
2024
Q1 		$321K Sell
12,310
-688
-5% -$17.8K 0.01% 553
2023
Q4 		$339K Buy
12,998
+86
+0.7% +$2.19K 0.01% 519
2023
Q3 		$326K Sell
12,912
-1,132
-8% -$29.2K 0.01% 500
2023
Q2 		$368K Sell
14,044
-19,398
-58% -$514K 0.02% 486
2023
Q1 		$896K Sell
33,442
-3,182
-9% -$83.7K 0.04% 302
2022
Q4 		$948K Buy
36,624
+1,076
+3% +$28.1K 0.33% 46
2022
Q3 		$921K Buy
+35,548
New +$988K 0.05% 272
2020
Q2 		– Sell
-7,462
Closed -$215K – 533
2020
Q1 		$215K Buy
+7,462
New +$214K 0.03% 348
2019
Q1 		– Sell
-10,198
Closed -$275K – 467
2018
Q4 		$275K Buy
+10,198
New +$271K 0.05% 305

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

Independent Advisor Alliance's SCHP Position: Q1 2026 in Review

Independent Advisor Alliance increased its Schwab US TIPS ETF (SCHP) stake by 51% in Q1 2026, buying an estimated $488K and bringing the position to 54,384 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #661.

Independent Advisor Alliance first reported a position in SCHP in Q4 2018 and has held it in 13 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Independent Advisor Alliance held 54,384 shares of Schwab US TIPS ETF worth $1.45M as of Q1 2026.
  • Independent Advisor Alliance bought 18,281 Schwab US TIPS ETF shares in Q1 2026, an estimated $488K.
  • Schwab US TIPS ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #661 holding.
  • Independent Advisor Alliance first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 13 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.