Richard W. Paul & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Richard W. Paul & Associates’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	$13.7K	Hold	514	–	–	﹤0.01%	214
2025 Q4	$13.6K	Hold	514	–	–	﹤0.01%	212
2025 Q3	$13.9K	Hold	514	–	–	﹤0.01%	213
2025 Q2	$13.7K	Hold	514	–	–	0.01%	234
2025 Q1	$13.8K	Hold	514	–	–	0.01%	229
2024 Q4	$13.3K	Hold	514	–	–	﹤0.01%	289
2024 Q3	$13.8K	Hold	514	–	–	0.01%	287
2024 Q2	$13.4K	Buy	514 +190	+59%	+$4.91K	0.01%	285
2024 Q1	$8.45K	Sell	324 -14	-4%	-$363	﹤0.01%	328
2023 Q4	$8.82K	Hold	338	–	–	﹤0.01%	312
2023 Q3	$8.53K	Hold	338	–	–	﹤0.01%	301
2023 Q2	$8.86K	Hold	338	–	–	﹤0.01%	322
2023 Q1	$9.06K	Sell	338 -24	-7%	-$632	﹤0.01%	329
2022 Q4	$9.35K	Buy	+362	New	+$9.47K	﹤0.01%	325

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

Richard W. Paul & Associates's SCHP Position: Q1 2026 in Review

Richard W. Paul & Associates held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 514 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Richard W. Paul & Associates first reported a position in SCHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.9K in Q3 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Richard W. Paul & Associates held 514 shares of Schwab US TIPS ETF worth $13.7K as of Q1 2026.
Richard W. Paul & Associates left its Schwab US TIPS ETF share count unchanged in Q1 2026.
Schwab US TIPS ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q1 2026, its #214 holding.
Richard W. Paul & Associates first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 14 quarters since.
Richard W. Paul & Associates's Schwab US TIPS ETF position peaked at $13.9K in Q3 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.