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

Seed 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 		$5.9M Buy
221,860
+7,295
+3% +$195K 4.06% 4
2025
Q4 		$5.68M Sell
214,565
-3,810
-2% -$102K 3.92% 3
2025
Q3 		$5.89M Sell
218,375
-205
-0.1% -$5.49K 4.06% 3
2025
Q2 		$5.83M Buy
218,580
+24,825
+13% +$657K 4.35% 2
2025
Q1 		$5.21M Buy
193,755
+22,335
+13% +$587K 4.24% 3
2024
Q4 		$4.43M Buy
171,420
+39,380
+30% +$1.03M 3.58% 4
2024
Q3 		$3.54M Sell
132,040
-190
-0.1% -$5.02K 2.83% 6
2024
Q2 		$3.44M Buy
132,230
+43,140
+48% +$1.12M 3% 6
2024
Q1 		$2.31M Sell
89,090
-2,040
-2% -$52.9K 2.2% 10
2023
Q4 		$2.38M Buy
+91,130
New +$2.32M 2.4% 10

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

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

Seed Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 3.4% in Q1 2026, buying an estimated $195K and bringing the position to 221,860 shares worth $5.9M. The position accounts for 4.06% of the portfolio, ranked #4.

Seed Wealth Management first reported a position in SCHP in Q4 2023 and has held it in 10 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Seed Wealth Management held 221,860 shares of Schwab US TIPS ETF worth $5.9M as of Q1 2026.
  • Seed Wealth Management bought 7,295 Schwab US TIPS ETF shares in Q1 2026, an estimated $195K.
  • Schwab US TIPS ETF made up 4.06% of Seed Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Seed Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 10 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.