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Krilogy Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Krilogy Financial’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 		$542K Buy
+20,227
New +$540K 0.02% 553
2023
Q2 		– Sell
-10,544
Closed -$283K – 355
2023
Q1 		$283K Buy
10,544
+2,556
+32% +$67.3K 0.02% 340
2022
Q4 		$207K Buy
+7,988
New +$209K 0.02% 361
2022
Q3 		– Sell
-7,950
Closed -$222K – 320
2022
Q2 		$222K Buy
7,950
+66
+0.8% +$1.92K 0.03% 287
2022
Q1 		$239K Buy
7,884
+412
+6% +$12.6K 0.02% 281
2021
Q4 		$235K Sell
7,472
-148
-2% -$4.66K 0.02% 249
2021
Q3 		$238K Buy
7,620
+208
+3% +$6.56K 0.02% 252
2021
Q2 		$232K Sell
7,412
-4,018
-35% -$125K 0.02% 251
2021
Q1 		$350K Sell
11,430
-4,976
-30% -$153K 0.04% 200
2020
Q4 		$509K Buy
+16,406
New +$504K 0.06% 176
2018
Q4 		– Sell
-2,004
Closed -$54K – 563
2018
Q3 		$54K Buy
+2,004
New +$54.6K 0.01% 304
2018
Q2 		– Sell
-1,992
Closed -$55K – 532
2018
Q1 		$55K Sell
1,992
-34
-2% -$930 0.01% 311
2017
Q4 		$56K Buy
2,026
+770
+61% +$21.3K 0.01% 304
2017
Q3 		$35K Buy
1,256
+4
+0.3% +$111 0.01% 396
2017
Q2 		$34K Buy
1,252
+274
+28% +$7.6K 0.01% 372
2017
Q1 		$27K Hold
978
– – 0.01% 382
2016
Q4 		$27K Sell
978
-226
-19% -$6.3K 0.01% 382
2016
Q3 		$34K Sell
1,204
-200
-14% -$5.67K 0.01% 365
2016
Q2 		$40K Sell
1,404
-234
-14% -$6.51K 0.01% 339
2016
Q1 		$45K Buy
+1,638
New +$44.3K 0.02% 278
2015
Q4 		– Sell
-3,490
Closed -$94K – 575
2015
Q3 		$94K Buy
+3,490
New +$94.2K 0.04% 141

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

Krilogy Financial's SCHP Position: Q1 2026 in Review

Krilogy Financial opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2026: 20,227 shares worth $542K. The stake represents 0.02% of the portfolio and ranks #553 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in SCHP as recently as Q1 2023.

Krilogy Financial first reported a position in SCHP in Q3 2015 and has held it in 21 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Krilogy Financial held 20,227 shares of Schwab US TIPS ETF worth $542K as of Q1 2026.
  • Schwab US TIPS ETF was a new Krilogy Financial position in Q1 2026.
  • Schwab US TIPS ETF made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #553 holding.
  • Krilogy Financial first reported a position in Schwab US TIPS ETF in Q3 2015 and has held it in 21 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.