&Partners’s Schwab US TIPS ETF SCHP Stock Holding History

&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	$964K	Buy	36,130 +23,099	+177%	+$616K	﹤0.01%	1329
2025 Q4	$345K	Sell	13,031 -806	-6%	-$21.6K	﹤0.01%	1835
2025 Q3	$373K	Buy	13,837 +2,311	+20%	+$61.8K	﹤0.01%	1632
2025 Q2	$308K	Sell	11,526 -689	-6%	-$18.2K	﹤0.01%	1615
2025 Q1	$326K	Sell	12,215 -85,526	-88%	-$2.25M	﹤0.01%	1368
2024 Q4	$2.57M	Buy	97,741 +83,149	+570%	+$2.19M	0.03%	419
2024 Q3	$389K	Sell	14,592 -29,328	-67%	-$775K	0.01%	977
2024 Q2	$1.14M	Buy	+43,920	New	+$1.14M	0.05%	313

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

&Partners's SCHP Position: Q1 2026 in Review

&Partners increased its Schwab US TIPS ETF (SCHP) stake by 177% in Q1 2026, buying an estimated $616K and bringing the position to 36,130 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

&Partners first reported a position in SCHP in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.57M in Q4 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

&Partners held 36,130 shares of Schwab US TIPS ETF worth $964K as of Q1 2026.
&Partners bought 23,099 Schwab US TIPS ETF shares in Q1 2026, an estimated $616K.
Schwab US TIPS ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1329 holding.
&Partners first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's Schwab US TIPS ETF position peaked at $2.57M in Q4 2024.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.