Nalls Sherbakoff Group’s Schwab US TIPS ETF SCHP Stock Holding History

Nalls Sherbakoff 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
2025 Q4	$905K	Sell	34,174 -4,390	-11%	-$118K	0.65%	33
2025 Q3	$1.04M	Buy	38,564 +191	+0.5%	+$5.11K	0.7%	32
2025 Q2	$1.02M	Sell	38,373 -178	-0.5%	-$4.71K	0.75%	31
2025 Q1	$1.04M	Buy	+38,551	New	+$1.01M	0.84%	24
2023 Q4	$935K	Sell	35,818 -872	-2%	-$22.2K	0.83%	27
2023 Q3	$926K	Buy	36,690 +382	+1%	+$9.85K	0.9%	27
2023 Q2	$957K	Buy	36,308 +286	+0.8%	+$7.58K	0.94%	26
2023 Q1	$961K	Buy	+36,022	New	+$948K	0.96%	27
2018 Q4	$530K	Buy	+19,918	New	+$530K	0.85%	27

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nalls Sherbakoff Group's SCHP Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Schwab US TIPS ETF (SCHP) stake by 11% in Q4 2025, selling an estimated $118K and leaving 34,174 shares worth $905K. The position accounts for 0.65% of the portfolio, ranked #33.

Nalls Sherbakoff Group first reported a position in SCHP in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2025. 713 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

Nalls Sherbakoff Group held 34,174 shares of Schwab US TIPS ETF worth $905K as of Q4 2025.
Nalls Sherbakoff Group sold 4,390 Schwab US TIPS ETF shares in Q4 2025, an estimated $118K.
Schwab US TIPS ETF made up 0.65% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #33 holding.
Nalls Sherbakoff Group first reported a position in Schwab US TIPS ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Schwab US TIPS ETF position peaked at $1.04M in Q3 2025.
713 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.