Mount Yale Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Mount Yale Investment Advisors’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	$286K	Buy	10,732 +906	+9%	+$24.2K	0.01%	912
2025 Q4	$260K	Buy	9,826 +65	+0.7%	+$1.74K	0.01%	629
2025 Q3	$263K	Buy	9,761 +9,541	+4,337%	+$255K	0.02%	552
2025 Q2	$5.87K	Buy	+220	New	+$5.82K	﹤0.01%	1209
2024 Q4	–	Sell	-7,516	Closed	-$202K	–	605
2024 Q3	$202K	Buy	+7,516	New	+$199K	0.02%	518

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

Mount Yale Investment Advisors's SCHP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 9.2% in Q1 2026, buying an estimated $24.2K and bringing the position to 10,732 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #912.

Mount Yale Investment Advisors first reported a position in SCHP in Q3 2024 and has held it in 5 quarters since. 731 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Mount Yale Investment Advisors held 10,732 shares of Schwab US TIPS ETF worth $286K as of Q1 2026.
Mount Yale Investment Advisors bought 906 Schwab US TIPS ETF shares in Q1 2026, an estimated $24.2K.
Schwab US TIPS ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #912 holding.
Mount Yale Investment Advisors first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 5 quarters since.
731 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.