MassMutual Private Wealth & Trust’s Schwab US TIPS ETF SCHP Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-346	Closed	-$9.17K	–	2480
2025 Q4	$9.17K	Hold	346	–	–	﹤0.01%	1430
2025 Q3	$9.32K	Buy	+346	New	+$9.26K	﹤0.01%	1429
2024 Q4	–	Sell	-152	Closed	-$4.08K	–	2356
2024 Q3	$4.08K	Buy	+152	New	+$4.01K	﹤0.01%	1443
2020 Q4	–	Sell	-64	Closed	-$2K	–	933
2020 Q3	$2K	Buy	+64	New	+$1.96K	﹤0.01%	691
2020 Q2	–	Sell	-4	Closed	–	–	798
2020 Q1	$0	Hold	4	–	–	﹤0.01%	782
2019 Q4	$0	Sell	4 -160	-98%	-$4.54K	﹤0.01%	883
2019 Q3	$5K	Buy	164 +160	+4,000%	+$4.54K	﹤0.01%	696
2019 Q2	$0	Hold	4	–	–	﹤0.01%	820
2019 Q1	$110	Hold	4	–	–	﹤0.01%	833
2018 Q4	$107	Hold	4	–	–	﹤0.01%	958
2018 Q3	$108	Hold	4	–	–	﹤0.01%	950
2018 Q2	$110	Hold	4	–	–	﹤0.01%	1095
2018 Q1	$110	Hold	4	–	–	﹤0.01%	967
2017 Q4	$111	Buy	+4	New	+$111	﹤0.01%	889

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

MassMutual Private Wealth & Trust's SCHP Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 346 shares — an estimated $9.17K sold.

MassMutual Private Wealth & Trust first reported a position in SCHP in Q4 2017 and held it in 14 quarters. The position peaked at $9.32K in Q3 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 346 Schwab US TIPS ETF shares in Q1 2026, an estimated $9.17K.
MassMutual Private Wealth & Trust first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 14 quarters.
MassMutual Private Wealth & Trust's Schwab US TIPS ETF position peaked at $9.32K in Q3 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.