SPC
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Sigma Planning Corp’s Schwab US TIPS ETF SCHP Stock Holding History

Sigma Planning Corp’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 		$402K Sell
15,111
-1,559
-9% -$41.6K 0.01% 934
2025
Q4 		$442K Sell
16,670
-96
-0.6% -$2.58K 0.01% 844
2025
Q3 		$452K Sell
16,766
-407
-2% -$10.9K 0.01% 862
2025
Q2 		$458K Sell
17,173
-559
-3% -$14.8K 0.01% 811
2025
Q1 		$477K Sell
17,732
-15,950
-47% -$419K 0.02% 762
2024
Q4 		$870K Sell
33,682
-2,178
-6% -$57.2K 0.03% 542
2024
Q3 		$962K Sell
35,860
-102
-0.3% -$2.69K 0.03% 516
2024
Q2 		$935K Sell
35,962
-1,014
-3% -$26.2K 0.03% 504
2024
Q1 		$964K Buy
36,976
+22,406
+154% +$581K 0.03% 516
2023
Q4 		$380K Sell
14,570
-39,138
-73% -$996K 0.03% 555
2023
Q3 		$1.36M Sell
53,708
-8,672
-14% -$224K 0.05% 362
2023
Q2 		$1.64M Sell
62,380
-20,430
-25% -$542K 0.06% 325
2023
Q1 		$2.22M Sell
82,810
-6,768
-8% -$178K 0.07% 274
2022
Q4 		$2.32M Sell
89,578
-17,060
-16% -$446K 0.08% 251
2022
Q3 		$2.76M Sell
106,638
-22,172
-17% -$616K 0.11% 202
2022
Q2 		$3.59M Sell
128,810
-6,548
-5% -$190K 0.12% 171
2022
Q1 		$4.11M Sell
135,358
-33,300
-20% -$1.02M 0.12% 174
2021
Q4 		$5.3M Buy
168,658
+69,772
+71% +$2.2M 0.15% 144
2021
Q3 		$3.09M Buy
98,886
+27,130
+38% +$856K 0.09% 234
2021
Q2 		$2.24M Buy
71,756
+15,246
+27% +$473K 0.07% 303
2021
Q1 		$1.73M Buy
56,510
+9,304
+20% +$287K 0.06% 350
2020
Q4 		$1.47M Buy
47,206
+16,308
+53% +$501K 0.05% 342
2020
Q3 		$952K Buy
30,898
+10,756
+53% +$329K 0.04% 416
2020
Q2 		$605K Sell
20,142
-50
-0.2% -$1.48K 0.03% 526
2020
Q1 		$581K Buy
20,192
+5,860
+41% +$168K 0.03% 447
2019
Q4 		$406K Buy
14,332
+1,146
+9% +$32.5K 0.02% 666
2019
Q3 		$374K Buy
13,186
+392
+3% +$11.1K 0.02% 683
2019
Q2 		$360K Buy
12,794
+34
+0.3% +$941 0.02% 659
2019
Q1 		$351K Sell
12,760
-24
-0.2% -$648 0.02% 625
2018
Q4 		$340K Buy
12,784
+70
+0.6% +$1.86K 0.02% 557
2018
Q3 		$343K Sell
12,714
-72
-0.6% -$1.96K 0.02% 636
2018
Q2 		$351K Buy
12,786
+3,924
+44% +$107K 0.02% 582
2018
Q1 		$243K Sell
8,862
-4
-0% -$109 0.02% 697
2017
Q4 		$246K Buy
8,866
+38
+0.4% +$1.05K 0.02% 688
2017
Q3 		$244K Buy
8,828
+190
+2% +$5.26K 0.02% 691
2017
Q2 		$238K Buy
8,638
+596
+7% +$16.5K 0.02% 651
2017
Q1 		$223K Buy
+8,042
New +$222K 0.02% 666
2016
Q4 		– Sell
-34,928
Closed -$997K – 798
2016
Q3 		$997K Buy
34,928
+1,298
+4% +$36.8K 0.12% 204
2016
Q2 		$950K Buy
+33,630
New +$935K 0.12% 187

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

Sigma Planning Corp's SCHP Position: Q1 2026 in Review

Sigma Planning Corp reduced its Schwab US TIPS ETF (SCHP) stake by 9.4% in Q1 2026, selling an estimated $41.6K and leaving 15,111 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #934.

Sigma Planning Corp first reported a position in SCHP in Q2 2016 and has held it in 39 quarters since. The position peaked at $5.3M in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Sigma Planning Corp held 15,111 shares of Schwab US TIPS ETF worth $402K as of Q1 2026.
  • Sigma Planning Corp sold 1,559 Schwab US TIPS ETF shares in Q1 2026, an estimated $41.6K.
  • Schwab US TIPS ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #934 holding.
  • Sigma Planning Corp first reported a position in Schwab US TIPS ETF in Q2 2016 and has held it in 39 quarters since.
  • Sigma Planning Corp's Schwab US TIPS ETF position peaked at $5.3M in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.