Maridea Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Maridea Wealth Management’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	$201K	Sell	7,544 -34,964	-82%	-$933K	0.03%	435
2025 Q4	$1.13M	Sell	42,508 -46	-0.1%	-$1.23K	0.17%	140
2025 Q3	$1.15M	Buy	42,554 +1,450	+4%	+$38.8K	0.18%	128
2025 Q2	$1.1M	Buy	41,104 +5,827	+17%	+$154K	0.29%	74
2025 Q1	$949K	Sell	35,277 -7,122	-17%	-$187K	0.31%	59
2024 Q4	$1.1M	Buy	+42,399	New	+$1.11M	0.35%	50

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Maridea Wealth Management's SCHP Position: Q1 2026 in Review

Maridea Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 82% in Q1 2026, selling an estimated $933K and leaving 7,544 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #435.

Maridea Wealth Management first reported a position in SCHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q3 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Maridea Wealth Management held 7,544 shares of Schwab US TIPS ETF worth $201K as of Q1 2026.
Maridea Wealth Management sold 34,964 Schwab US TIPS ETF shares in Q1 2026, an estimated $933K.
Schwab US TIPS ETF made up 0.03% of Maridea Wealth Management's portfolio in Q1 2026, its #435 holding.
Maridea Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's Schwab US TIPS ETF position peaked at $1.15M in Q3 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.