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NewEdge Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

NewEdge 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 		$2.06M Buy
77,359
+4,150
+6% +$111K 0.01% 1087
2025
Q4 		$1.94M Buy
73,209
+187
+0.3% +$5.02K 0.01% 1089
2025
Q3 		$1.97M Sell
73,022
-468
-0.6% -$12.5K 0.01% 1022
2025
Q2 		$1.96M Sell
73,490
-12,314
-14% -$326K 0.01% 944
2025
Q1 		$2.31M Sell
85,804
-9,072
-10% -$239K 0.01% 801
2024
Q4 		$2.45M Sell
94,876
-24,934
-21% -$655K 0.01% 747
2024
Q3 		$3.21M Buy
119,810
+26,144
+28% +$690K 0.02% 614
2024
Q2 		$2.44M Buy
93,666
+30,178
+48% +$780K 0.02% 671
2024
Q1 		$1.66M Sell
63,488
-20,750
-25% -$538K 0.01% 769
2023
Q4 		$2.19M Buy
84,238
+40,544
+93% +$1.03M 0.02% 628
2023
Q3 		$1.1M Sell
43,694
-2,998
-6% -$77.3K 0.01% 825
2023
Q2 		$1.22M Buy
46,692
+8,640
+23% +$229K 0.01% 774
2023
Q1 		$1.02M Buy
38,052
+4,290
+13% +$113K 0.01% 774
2022
Q4 		$738K Buy
33,762
+1,504
+5% +$39.3K 0.02% 621
2022
Q3 		$836K Sell
32,258
-14,542
-31% -$404K 0.01% 721
2022
Q2 		$1.3M Sell
46,800
-2,046
-4% -$59.4K 0.02% 571
2022
Q1 		$1.48M Buy
48,846
+19,258
+65% +$591K 0.02% 514
2021
Q4 		$931K Buy
+29,588
New +$932K 0.01% 768
2017
Q3 		– Sell
-578
Closed -$15.8K – 983
2017
Q2 		$15.8K Buy
+578
New +$16K ﹤0.01% 811

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

NewEdge Advisors's SCHP Position: Q1 2026 in Review

NewEdge Advisors increased its Schwab US TIPS ETF (SCHP) stake by 5.7% in Q1 2026, buying an estimated $111K and bringing the position to 77,359 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #1087.

NewEdge Advisors first reported a position in SCHP in Q2 2017 and has held it in 19 quarters since. The position peaked at $3.21M in Q3 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • NewEdge Advisors held 77,359 shares of Schwab US TIPS ETF worth $2.06M as of Q1 2026.
  • NewEdge Advisors bought 4,150 Schwab US TIPS ETF shares in Q1 2026, an estimated $111K.
  • Schwab US TIPS ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1087 holding.
  • NewEdge Advisors first reported a position in Schwab US TIPS ETF in Q2 2017 and has held it in 19 quarters since.
  • NewEdge Advisors's Schwab US TIPS ETF position peaked at $3.21M in Q3 2024.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.