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Measured Wealth Private Client Group’s Schwab US TIPS ETF SCHP Stock Holding History

Measured Wealth Private Client Group’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
-17
Closed -$450 – 770
2025
Q4 		$450 Buy
+17
New +$456 ﹤0.01% 684

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

Measured Wealth Private Client Group's SCHP Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 17 shares — an estimated $450 sold.

Measured Wealth Private Client Group first reported a position in SCHP in Q4 2025 and held it in 1 quarter. The position peaked at $450 in Q4 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 17 Schwab US TIPS ETF shares in Q1 2026, an estimated $450.
  • Measured Wealth Private Client Group first reported a position in Schwab US TIPS ETF in Q4 2025 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Schwab US TIPS ETF position peaked at $450 in Q4 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.