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PW Nova Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

PW Nova Financial Services’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 		$247K Buy
9,279
+873
+10% +$23.3K 0.06% 173
2025
Q4 		$223K Buy
+8,406
New +$225K 0.08% 100

Other funds holding SCHP

Empower Advisory Group
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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

PW Nova Financial Services's SCHP Position: Q1 2026 in Review

PW Nova Financial Services increased its Schwab US TIPS ETF (SCHP) stake by 10% in Q1 2026, buying an estimated $23.3K and bringing the position to 9,279 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #173.

PW Nova Financial Services first reported a position in SCHP in Q4 2025 and has held it in 2 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • PW Nova Financial Services held 9,279 shares of Schwab US TIPS ETF worth $247K as of Q1 2026.
  • PW Nova Financial Services bought 873 Schwab US TIPS ETF shares in Q1 2026, an estimated $23.3K.
  • Schwab US TIPS ETF made up 0.06% of PW Nova Financial Services's portfolio in Q1 2026, its #173 holding.
  • PW Nova Financial Services first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 2 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.