MIAS
SCHP icon

Mason Investment Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

Mason Investment Advisory Services’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 		$328K Sell
12,310
-86
-0.7% -$2.29K 0.02% 58
2025
Q4 		$328K Buy
12,396
+49
+0.4% +$1.31K 0.02% 57
2025
Q3 		$333K Buy
12,347
+32
+0.3% +$856 0.02% 60
2025
Q2 		$329K Sell
12,315
-39
-0.3% -$1.03K 0.02% 59
2025
Q1 		$332K Sell
12,354
-2,828
-19% -$74.4K 0.02% 56
2024
Q4 		$392K Buy
15,182
+24
+0.2% +$631 0.02% 53
2024
Q3 		$406K Buy
15,158
+30
+0.2% +$792 0.02% 49
2024
Q2 		$393K Buy
15,128
+140
+0.9% +$3.62K 0.02% 51
2024
Q1 		$391K Hold
14,988
– – 0.03% 48
2023
Q4 		$391K Hold
14,988
– – 0.03% 48
2023
Q3 		$378K Hold
14,988
– – 0.03% 43
2023
Q2 		$393K Buy
+14,988
New +$397K 0.03% 37
2021
Q2 		– Sell
-125,020
Closed -$3.82M – 99
2021
Q1 		$3.82M Buy
125,020
+1,392
+1% +$42.9K 0.4% 5
2020
Q4 		$3.84M Buy
123,628
+1,162
+0.9% +$35.7K 0.46% 5
2020
Q3 		$3.77M Sell
122,466
-5,410
-4% -$166K 0.54% 5
2020
Q2 		$3.84M Sell
127,876
-8,692
-6% -$258K 0.57% 6
2020
Q1 		$3.93M Buy
136,568
+5,618
+4% +$161K 0.67% 5
2019
Q4 		$3.71M Buy
130,950
+8,888
+7% +$252K 0.55% 10
2019
Q3 		$3.46M Buy
122,062
+794
+0.7% +$22.5K 0.56% 10
2019
Q2 		$3.41M Buy
121,268
+82,934
+216% +$2.3M 0.57% 12
2019
Q1 		$1.05M Buy
+38,334
New +$1.03M 0.29% 36

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

Mason Investment Advisory Services's SCHP Position: Q1 2026 in Review

Mason Investment Advisory Services reduced its Schwab US TIPS ETF (SCHP) stake by 0.69% in Q1 2026, selling an estimated $2.29K and leaving 12,310 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #58.

Mason Investment Advisory Services first reported a position in SCHP in Q1 2019 and has held it in 21 quarters since. The position peaked at $3.93M in Q1 2020. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Mason Investment Advisory Services held 12,310 shares of Schwab US TIPS ETF worth $328K as of Q1 2026.
  • Mason Investment Advisory Services sold 86 Schwab US TIPS ETF shares in Q1 2026, an estimated $2.29K.
  • Schwab US TIPS ETF made up 0.02% of Mason Investment Advisory Services's portfolio in Q1 2026, its #58 holding.
  • Mason Investment Advisory Services first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 21 quarters since.
  • Mason Investment Advisory Services's Schwab US TIPS ETF position peaked at $3.93M in Q1 2020.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.