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NWAM LLC’s Schwab US TIPS ETF SCHP Stock Holding History

NWAM LLC’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 		$1.2M Buy
45,278
+2,146
+5% +$57.3K 0.07% 261
2025
Q4 		$1.15M Buy
43,132
+3,750
+10% +$101K 0.06% 256
2025
Q3 		$1.07M Buy
39,382
+1,018
+3% +$27.2K 0.06% 272
2025
Q2 		$1.02M Buy
38,364
+2,541
+7% +$67.2K 0.06% 263
2025
Q1 		$963K Sell
35,823
-47
-0.1% -$1.24K 0.08% 216
2024
Q4 		$927K Buy
35,870
+9,006
+34% +$237K 0.06% 272
2024
Q3 		$720K Buy
+26,864
New +$710K 0.04% 314
2022
Q4 		– Sell
-30,222
Closed -$783K – 536
2022
Q3 		$783K Sell
30,222
-2,388
-7% -$66.4K 0.07% 230
2022
Q2 		$915K Buy
32,610
+5,244
+19% +$152K 0.08% 216
2022
Q1 		$831K Sell
27,366
-1,784
-6% -$54.7K 0.06% 250
2021
Q4 		$917K Buy
29,150
+1,380
+5% +$43.5K 0.07% 233
2021
Q3 		$869K Sell
27,770
-804
-3% -$25.4K 0.08% 235
2021
Q2 		$893K Buy
28,574
+11,210
+65% +$348K 0.08% 227
2021
Q1 		$531K Buy
17,364
+4,972
+40% +$153K 0.05% 291
2020
Q4 		$385K Buy
+12,392
New +$381K 0.04% 312
2020
Q3 		– Sell
-11,016
Closed -$331K – 397
2020
Q2 		$331K Buy
+11,016
New +$326K 0.05% 311
2020
Q1 		– Sell
-8,268
Closed -$234K – 411
2019
Q4 		$234K Buy
+8,268
New +$234K 0.04% 347
2019
Q3 		– Sell
-15,410
Closed -$434K – 411
2019
Q2 		$434K Sell
15,410
-544
-3% -$15.1K 0.09% 218
2019
Q1 		$439K Buy
15,954
+150
+0.9% +$4.05K 0.09% 207
2018
Q4 		$421K Sell
15,804
-3,266
-17% -$86.9K 0.11% 181
2018
Q3 		$515K Buy
19,070
+486
+3% +$13.2K 0.12% 182
2018
Q2 		$510K Sell
18,584
-224
-1% -$6.11K 0.12% 176
2018
Q1 		$516K Buy
18,808
+1,332
+8% +$36.4K 0.13% 174
2017
Q4 		$484K Buy
17,476
+888
+5% +$24.6K 0.12% 174
2017
Q3 		$458K Buy
16,588
+832
+5% +$23K 0.12% 175
2017
Q2 		$434K Sell
15,756
-148
-0.9% -$4.1K 0.08% 172
2017
Q1 		$442K Buy
15,904
+702
+5% +$19.4K 0.13% 161
2016
Q4 		$417K Buy
15,202
+2,080
+16% +$58K 0.14% 160
2016
Q3 		$375K Buy
13,122
+934
+8% +$26.5K 0.03% 169
2016
Q2 		$344K Buy
12,188
+340
+3% +$9.45K 0.14% 152
2016
Q1 		$329K Buy
11,848
+2,644
+29% +$71.5K 0.13% 160
2015
Q4 		$245K Buy
+9,204
New +$247K 0.1% 192

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

NWAM LLC's SCHP Position: Q1 2026 in Review

NWAM LLC increased its Schwab US TIPS ETF (SCHP) stake by 5% in Q1 2026, buying an estimated $57.3K and bringing the position to 45,278 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #261.

NWAM LLC first reported a position in SCHP in Q4 2015 and has held it in 32 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • NWAM LLC held 45,278 shares of Schwab US TIPS ETF worth $1.2M as of Q1 2026.
  • NWAM LLC bought 2,146 Schwab US TIPS ETF shares in Q1 2026, an estimated $57.3K.
  • Schwab US TIPS ETF made up 0.07% of NWAM LLC's portfolio in Q1 2026, its #261 holding.
  • NWAM LLC first reported a position in Schwab US TIPS ETF in Q4 2015 and has held it in 32 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.