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

SHP 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 		$173K Buy
6,496
+3,879
+148% +$103K 0.01% 295
2025
Q4 		$69.3K Buy
+2,617
New +$70.2K 0.01% 417

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 $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
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 $1.56M AUM 25.68% 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

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

SHP Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 148% in Q1 2026, buying an estimated $103K and bringing the position to 6,496 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #295.

SHP Wealth Management first reported a position in SCHP in Q4 2025 and has held it in 2 quarters since. 731 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • SHP Wealth Management held 6,496 shares of Schwab US TIPS ETF worth $173K as of Q1 2026.
  • SHP Wealth Management bought 3,879 Schwab US TIPS ETF shares in Q1 2026, an estimated $103K.
  • Schwab US TIPS ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #295 holding.
  • SHP Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 2 quarters since.
  • 731 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

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