SageView Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History

SageView Advisory Group’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	–	Sell	-66,899	Closed	-$1.77M	–	2083
2025 Q4	$1.77M	Sell	66,899 -1,798	-3%	-$48.2K	0.06%	167
2025 Q3	$1.85M	Buy	68,697 +49,389	+256%	+$1.32M	0.06%	168
2025 Q2	$513K	Buy	19,308 +53	+0.3%	+$1.4K	0.02%	364
2025 Q1	$518K	Sell	19,255 -2,880	-13%	-$75.7K	0.02%	340
2024 Q4	$572K	Sell	22,135 -615	-3%	-$16.2K	0.02%	318
2024 Q3	$610K	Buy	+22,750	New	+$601K	0.03%	266
2024 Q2	–	Sell	-5,962	Closed	-$154K	–	323
2024 Q1	$233K	Buy	+5,962	New	+$155K	0.01%	481
2023 Q4	–	Sell	-25,138	Closed	-$639K	–	364
2023 Q3	$635K	Buy	25,138 +100	+0.4%	+$2.58K	0.04%	290
2023 Q2	$656K	Sell	25,038 -14,458	-37%	-$383K	0.04%	297
2023 Q1	$1.06M	Buy	39,496 +4,862	+14%	+$128K	0.07%	196
2022 Q4	$897K	Buy	+34,634	New	+$906K	0.07%	168

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SageView Advisory Group's SCHP Position: Q1 2026 in Review

SageView Advisory Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 66,899 shares — an estimated $1.77M sold.

SageView Advisory Group first reported a position in SCHP in Q4 2022 and held it in 11 quarters. The position peaked at $1.85M in Q3 2025. 735 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

SageView Advisory Group reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 66,899 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.77M.
SageView Advisory Group first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 11 quarters.
SageView Advisory Group's Schwab US TIPS ETF position peaked at $1.85M in Q3 2025.
735 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.