Sage Mountain Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Sage Mountain Advisors’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	$18.3K	Hold	686	–	–	﹤0.01%	263
2025 Q4	$18.2K	Hold	686	–	–	﹤0.01%	542
2025 Q3	$18.5K	Hold	686	–	–	﹤0.01%	528
2025 Q2	$18.3K	Hold	686	–	–	﹤0.01%	471
2025 Q1	$18.4K	Hold	686	–	–	﹤0.01%	454
2024 Q4	$17.7K	Sell	686 -34	-5%	-$894	﹤0.01%	449
2024 Q3	$19.3K	Buy	720 +636	+757%	+$16.8K	﹤0.01%	459
2024 Q2	$2.18K	Buy	+84	New	+$2.17K	﹤0.01%	419
2024 Q1	–	Sell	-18	Closed	-$470	–	422
2023 Q4	$470	Hold	18	–	–	﹤0.01%	353
2023 Q3	$454	Hold	18	–	–	﹤0.01%	359
2023 Q2	$472	Buy	+18	New	+$477	﹤0.01%	352
2023 Q1	–	Sell	-320	Closed	-$8.29K	–	340
2022 Q4	$8.29K	Buy	+320	New	+$8.37K	﹤0.01%	270

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

Sage Mountain Advisors's SCHP Position: Q1 2026 in Review

Sage Mountain Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 686 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Sage Mountain Advisors first reported a position in SCHP in Q4 2022 and has held it in 12 quarters since. The position peaked at $19.3K in Q3 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Sage Mountain Advisors held 686 shares of Schwab US TIPS ETF worth $18.3K as of Q1 2026.
Sage Mountain Advisors left its Schwab US TIPS ETF share count unchanged in Q1 2026.
Schwab US TIPS ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #263 holding.
Sage Mountain Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 12 quarters since.
Sage Mountain Advisors's Schwab US TIPS ETF position peaked at $19.3K in Q3 2024.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.