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Integrated Wealth Concepts’s Schwab US TIPS ETF SCHP Stock Holding History

Integrated Wealth Concepts’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 		$46.7M Buy
1,755,485
+313,721
+22% +$8.37M 0.37% 50
2025
Q4 		$38.2M Sell
1,441,764
-148,115
-9% -$3.97M 0.45% 41
2025
Q3 		$42.8M Buy
1,589,879
+151,939
+11% +$4.07M 0.38% 52
2025
Q2 		$38.4M Buy
1,437,940
+1,296,758
+919% +$34.3M 0.38% 48
2025
Q1 		$3.8M Buy
141,182
+42,130
+43% +$1.11M 0.04% 380
2024
Q4 		$2.56M Sell
99,052
-3,076
-3% -$80.8K 0.03% 483
2024
Q3 		$2.74M Sell
102,128
-8,972
-8% -$237K 0.03% 456
2024
Q2 		$2.89M Buy
111,100
+72,738
+190% +$1.88M 0.04% 398
2024
Q1 		$1M Sell
38,362
-104,080
-73% -$2.7M 0.01% 747
2023
Q4 		$3.72M Sell
142,442
-202,744
-59% -$5.16M 0.06% 295
2023
Q3 		$8.71M Sell
345,186
-161,712
-32% -$4.17M 0.15% 155
2023
Q2 		$13.3M Buy
506,898
+378,094
+294% +$10M 0.23% 109
2023
Q1 		$3.45M Buy
128,804
+108,182
+525% +$2.85M 0.07% 258
2022
Q4 		$534K Buy
20,622
+2,248
+12% +$58.8K 0.01% 646
2022
Q3 		$476K Sell
18,374
-1,904
-9% -$52.9K 0.02% 602
2022
Q2 		$566K Buy
20,278
+5,246
+35% +$152K 0.02% 571
2022
Q1 		$456K Sell
15,032
-2,260
-13% -$69.3K 0.01% 595
2021
Q4 		$544K Buy
17,292
+10,552
+157% +$332K 0.02% 595
2021
Q3 		$211K Buy
+6,740
New +$213K 0.01% 881
2021
Q1 		– Sell
-46,154
Closed -$1.43M – 764
2020
Q4 		$1.43M Buy
46,154
+10,286
+29% +$316K 0.07% 192
2020
Q3 		$1.1M Buy
35,868
+964
+3% +$29.5K 0.07% 203
2020
Q2 		$1.05M Buy
+34,904
New +$1.03M 0.08% 170
2018
Q4 		– Sell
-18,700
Closed -$503K – 284
2018
Q3 		$503K Buy
18,700
+58
+0.3% +$1.58K 0.15% 117
2018
Q2 		$511K Buy
18,642
+200
+1% +$5.46K 0.17% 109
2018
Q1 		$505K Buy
+18,442
New +$504K 0.2% 94

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

Integrated Wealth Concepts's SCHP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Schwab US TIPS ETF (SCHP) stake by 22% in Q1 2026, buying an estimated $8.37M and bringing the position to 1,755,485 shares worth $46.7M. The position accounts for 0.37% of the portfolio, ranked #50.

Integrated Wealth Concepts first reported a position in SCHP in Q1 2018 and has held it in 25 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Integrated Wealth Concepts held 1,755,485 shares of Schwab US TIPS ETF worth $46.7M as of Q1 2026.
  • Integrated Wealth Concepts bought 313,721 Schwab US TIPS ETF shares in Q1 2026, an estimated $8.37M.
  • Schwab US TIPS ETF made up 0.37% of Integrated Wealth Concepts's portfolio in Q1 2026, its #50 holding.
  • Integrated Wealth Concepts first reported a position in Schwab US TIPS ETF in Q1 2018 and has held it in 25 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.