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Merited Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Merited Wealth’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
-174
Closed -$4.61K – 243
2025
Q4 		$4.61K Buy
+174
New +$4.67K ﹤0.01% 223

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Merited Wealth's SCHP Position: Q1 2026 in Review

Merited Wealth sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 174 shares — an estimated $4.61K sold.

Merited Wealth first reported a position in SCHP in Q4 2025 and held it in 1 quarter. The position peaked at $4.61K in Q4 2025. 732 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Merited Wealth reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Merited Wealth sold 174 Schwab US TIPS ETF shares in Q1 2026, an estimated $4.61K.
  • Merited Wealth first reported a position in Schwab US TIPS ETF in Q4 2025 and held it in 1 quarter.
  • Merited Wealth's Schwab US TIPS ETF position peaked at $4.61K in Q4 2025.
  • 732 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.