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Meritage Portfolio Management’s Schwab US TIPS ETF SCHP Stock Holding History

Meritage Portfolio 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
2025
Q4 		$768K Sell
29,002
-4,522
-13% -$121K 0.05% 191
2025
Q3 		$903K Sell
33,524
-1,416
-4% -$37.9K 0.06% 193
2025
Q2 		$932K Sell
34,940
-2,629
-7% -$69.6K 0.06% 197
2025
Q1 		$1.01M Sell
37,569
-8,196
-18% -$215K 0.07% 189
2024
Q4 		$1.18M Sell
45,765
-7,759
-14% -$204K 0.07% 187
2024
Q3 		$1.44M Sell
53,524
-8,198
-13% -$217K 0.09% 180
2024
Q2 		$1.6M Sell
61,722
-5,524
-8% -$143K 0.1% 179
2024
Q1 		$1.75M Sell
67,246
-16,288
-19% -$423K 0.11% 181
2023
Q4 		$2.18M Sell
83,534
-23,978
-22% -$610K 0.14% 169
2023
Q3 		$2.71M Sell
107,512
-11,156
-9% -$288K 0.2% 147
2023
Q2 		$3.11M Sell
118,668
-11,098
-9% -$294K 0.22% 146
2023
Q1 		$3.48M Sell
129,766
-54,752
-30% -$1.44M 0.26% 122
2022
Q4 		$4.78M Sell
184,518
-192,404
-51% -$5.03M 0.37% 92
2022
Q3 		$9.76M Sell
376,922
-17,348
-4% -$482K 0.81% 22
2022
Q2 		$11M Sell
394,270
-11,094
-3% -$322K 0.85% 22
2022
Q1 		$12.3M Buy
405,364
+8,240
+2% +$253K 0.76% 23
2021
Q4 		$12.5M Buy
397,124
+18,166
+5% +$572K 0.71% 31
2021
Q3 		$11.9M Buy
378,958
+6,368
+2% +$201K 0.71% 34
2021
Q2 		$11.6M Buy
372,590
+20,738
+6% +$643K 0.7% 35
2021
Q1 		$10.8M Buy
351,852
+5,942
+2% +$183K 0.72% 33
2020
Q4 		$10.7M Buy
+345,910
New +$10.6M 0.79% 31

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Meritage Portfolio Management's SCHP Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Schwab US TIPS ETF (SCHP) stake by 13% in Q4 2025, selling an estimated $121K and leaving 29,002 shares worth $768K. The position accounts for 0.05% of the portfolio, ranked #191.

Meritage Portfolio Management first reported a position in SCHP in Q4 2020 and has held it in 21 quarters since. The position peaked at $12.5M in Q4 2021. 714 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Meritage Portfolio Management held 29,002 shares of Schwab US TIPS ETF worth $768K as of Q4 2025.
  • Meritage Portfolio Management sold 4,522 Schwab US TIPS ETF shares in Q4 2025, an estimated $121K.
  • Schwab US TIPS ETF made up 0.05% of Meritage Portfolio Management's portfolio in Q4 2025, its #191 holding.
  • Meritage Portfolio Management first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 21 quarters since.
  • Meritage Portfolio Management's Schwab US TIPS ETF position peaked at $12.5M in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.