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Oak Harbor Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Oak Harbor Wealth Partners’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 		$479 Hold
18
– – ﹤0.01% 276
2025
Q4 		$477 Buy
+18
New +$483 ﹤0.01% 277
2022
Q2 		– Sell
-326
Closed -$10K – 227
2022
Q1 		$10K Sell
326
-1,502
-82% -$46.1K ﹤0.01% 220
2021
Q4 		$57K Buy
+1,828
New +$57.6K 0.02% 192

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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

Oak Harbor Wealth Partners's SCHP Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 18 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Oak Harbor Wealth Partners first reported a position in SCHP in Q4 2021 and has held it in 4 quarters since. The position peaked at $57K in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Oak Harbor Wealth Partners held 18 shares of Schwab US TIPS ETF worth $479 as of Q1 2026.
  • Oak Harbor Wealth Partners left its Schwab US TIPS ETF share count unchanged in Q1 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #276 holding.
  • Oak Harbor Wealth Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 4 quarters since.
  • Oak Harbor Wealth Partners's Schwab US TIPS ETF position peaked at $57K in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.