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Kesler Norman & Wride’s Schwab US TIPS ETF SCHP Stock Holding History

Kesler Norman & Wride’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 		$296K Buy
11,141
+2,386
+27% +$63.7K 0.05% 221
2025
Q4 		$232K Buy
+8,755
New +$235K 0.04% 226

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

Kesler Norman & Wride's SCHP Position: Q1 2026 in Review

Kesler Norman & Wride increased its Schwab US TIPS ETF (SCHP) stake by 27% in Q1 2026, buying an estimated $63.7K and bringing the position to 11,141 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #221.

Kesler Norman & Wride first reported a position in SCHP in Q4 2025 and has held it in 2 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Kesler Norman & Wride held 11,141 shares of Schwab US TIPS ETF worth $296K as of Q1 2026.
  • Kesler Norman & Wride bought 2,386 Schwab US TIPS ETF shares in Q1 2026, an estimated $63.7K.
  • Schwab US TIPS ETF made up 0.05% of Kesler Norman & Wride's portfolio in Q1 2026, its #221 holding.
  • Kesler Norman & Wride first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 2 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Kesler Norman & Wride's 13F filing for Q1 2026, filed 6 May 2026.