PWM
SCHP icon

Perigon Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Perigon Wealth Management’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 		$3.29M Buy
123,521
+8,903
+8% +$238K 0.06% 278
2025
Q4 		$3.04M Buy
114,618
+8,248
+8% +$221K 0.05% 281
2025
Q3 		$2.87M Buy
106,370
+10,653
+11% +$285K 0.06% 280
2025
Q2 		$2.55M Buy
95,717
+10,952
+13% +$290K 0.06% 289
2025
Q1 		$2.28M Sell
84,765
-5,741
-6% -$151K 0.06% 281
2024
Q4 		$2.35M Sell
90,506
-3,906
-4% -$103K 0.06% 281
2024
Q3 		$2.53M Sell
94,412
-38,590
-29% -$1.02M 0.07% 254
2024
Q2 		$3.46M Buy
133,002
+15,680
+13% +$405K 0.1% 183
2024
Q1 		$3.06M Buy
117,322
+11,980
+11% +$311K 0.09% 196
2023
Q4 		$2.75M Buy
105,342
+18,600
+21% +$473K 0.09% 185
2023
Q3 		$2.19M Buy
86,742
+42,628
+97% +$1.1M 0.09% 196
2023
Q2 		$1.16M Buy
44,114
+33,240
+306% +$881K 0.05% 284
2023
Q1 		$291K Buy
10,874
+590
+6% +$15.5K 0.02% 546
2022
Q4 		$266K Buy
+10,284
New +$269K 0.02% 568
2022
Q3 		– Sell
-13,730
Closed -$383K – 600
2022
Q2 		$383K Sell
13,730
-58,478
-81% -$1.7M 0.03% 375
2022
Q1 		$2.19M Buy
72,208
+5,342
+8% +$164K 0.15% 125
2021
Q4 		$2.1M Buy
66,866
+13,398
+25% +$422K 0.15% 128
2021
Q3 		$1.67M Buy
53,468
+11,996
+29% +$379K 0.15% 129
2021
Q2 		$1.3M Buy
41,472
+1,516
+4% +$47K 0.12% 162
2021
Q1 		$1.22M Buy
39,956
+20,534
+106% +$633K 0.12% 158
2020
Q4 		$603K Sell
19,422
-7,214
-27% -$222K 0.07% 218
2020
Q3 		$821K Buy
26,636
+436
+2% +$13.4K 0.11% 142
2020
Q2 		$786K Sell
26,200
-952
-4% -$28.2K 0.12% 132
2020
Q1 		$802K Buy
27,152
+12,344
+83% +$353K 0.15% 115
2019
Q4 		$422K Buy
14,808
+3,486
+31% +$98.8K 0.09% 158
2019
Q3 		$319K Buy
11,322
+72
+0.6% +$2.04K 0.07% 165
2019
Q2 		$317K Buy
11,250
+2,500
+29% +$69.2K 0.07% 167
2019
Q1 		$241K Buy
+8,750
New +$236K 0.06% 192
2018
Q3 		– Sell
-27,692
Closed -$760K – 268
2018
Q2 		$760K Buy
27,692
+24,602
+796% +$671K 0.23% 94
2018
Q1 		$85K Buy
3,090
+710
+30% +$19.4K 0.03% 251
2017
Q4 		$66K Sell
2,380
-41,916
-95% -$1.16M 0.02% 255
2017
Q3 		$1.22M Buy
44,296
+17,372
+65% +$481K 0.4% 59
2017
Q2 		$741K Buy
26,924
+3,994
+17% +$111K 0.16% 144
2017
Q1 		$637K Sell
22,930
-920
-4% -$25.4K 0.14% 154
2016
Q4 		$658K Buy
23,850
+4,076
+21% +$114K 0.14% 143
2016
Q3 		$564K Sell
19,774
-10
-0.1% -$283 0.14% 139
2016
Q2 		$559K Sell
19,784
-4,720
-19% -$131K 0.15% 133
2016
Q1 		$565K Sell
24,504
-2
-0% -$54 0.18% 103
2015
Q4 		$651K Sell
24,506
-1,626
-6% -$43.6K 0.18% 122
2015
Q3 		$701K Buy
26,132
+2,480
+10% +$66.9K 0.21% 116
2015
Q2 		$641K Buy
23,652
+658
+3% +$18K 0.17% 129
2015
Q1 		$631K Buy
22,994
+1,190
+5% +$32.6K 0.17% 128
2014
Q4 		$591K Buy
21,804
+566
+3% +$15.4K 0.18% 117
2014
Q3 		$575K Buy
21,238
+7,638
+56% +$211K 0.17% 111
2014
Q2 		$379K Buy
13,600
+1,790
+15% +$49.1K 0.11% 144
2014
Q1 		$319K Buy
11,810
+1,050
+10% +$28.3K 0.18% 100
2013
Q4 		$283K Buy
+10,760
New +$289K 0.16% 110

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

Perigon Wealth Management's SCHP Position: Q1 2026 in Review

Perigon Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 7.8% in Q1 2026, buying an estimated $238K and bringing the position to 123,521 shares worth $3.29M. The position accounts for 0.06% of the portfolio, ranked #278.

Perigon Wealth Management first reported a position in SCHP in Q4 2013 and has held it in 47 quarters since. The position peaked at $3.46M in Q2 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Perigon Wealth Management held 123,521 shares of Schwab US TIPS ETF worth $3.29M as of Q1 2026.
  • Perigon Wealth Management bought 8,903 Schwab US TIPS ETF shares in Q1 2026, an estimated $238K.
  • Schwab US TIPS ETF made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #278 holding.
  • Perigon Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2013 and has held it in 47 quarters since.
  • Perigon Wealth Management's Schwab US TIPS ETF position peaked at $3.46M in Q2 2024.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.