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

MBE 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	$7.65M	Sell	287,637 -22,024	-7%	-$588K	3.18%	8
2025 Q4	$8.2M	Buy	309,661 +14,609	+5%	+$392K	3.43%	6
2025 Q3	$7.95M	Buy	295,052 +4,919	+2%	+$132K	3.44%	6
2025 Q2	$7.74M	Buy	290,133 +6,693	+2%	+$177K	3.37%	8
2025 Q1	$7.62M	Buy	283,440 +38,553	+16%	+$1.01M	3.65%	8
2024 Q4	$6.33M	Buy	244,887 +41,931	+21%	+$1.1M	3.56%	6
2024 Q3	$5.44M	Sell	202,956 -216	-0.1%	-$5.71K	3%	6
2024 Q2	$5.28M	Buy	203,172 +6,126	+3%	+$158K	3.2%	6
2024 Q1	$5.14M	Buy	197,046 +179,440	+1,019%	+$4.66M	3.17%	6
2023 Q4	$460K	Buy	+17,606	New	+$448K	0.24%	51
2022 Q2	–	Sell	-10,336	Closed	-$314K	–	68
2022 Q1	$314K	Buy	+10,336	New	+$317K	0.19%	46

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

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

MBE Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 7.1% in Q1 2026, selling an estimated $588K and leaving 287,637 shares worth $7.65M. The position accounts for 3.18% of the portfolio, ranked #8.

MBE Wealth Management first reported a position in SCHP in Q1 2022 and has held it in 11 quarters since. The position peaked at $8.2M in Q4 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

MBE Wealth Management held 287,637 shares of Schwab US TIPS ETF worth $7.65M as of Q1 2026.
MBE Wealth Management sold 22,024 Schwab US TIPS ETF shares in Q1 2026, an estimated $588K.
Schwab US TIPS ETF made up 3.18% of MBE Wealth Management's portfolio in Q1 2026, its #8 holding.
MBE Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 11 quarters since.
MBE Wealth Management's Schwab US TIPS ETF position peaked at $8.2M in Q4 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

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