Sunbelt Securities’s Schwab US TIPS ETF SCHP Stock Holding History

Sunbelt Securities’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	$13.9K	Hold	524	–	–	﹤0.01%	1406
2025 Q4	$13.9K	Hold	524	–	–	﹤0.01%	1354
2025 Q3	$14.1K	Sell	524 -1,778	-77%	-$47.6K	﹤0.01%	1358
2025 Q2	$59.5K	Buy	2,302 +1,752	+319%	+$46.4K	0.01%	902
2025 Q1	$14.8K	Sell	550 -1,752	-76%	-$46.1K	﹤0.01%	1183
2024 Q4	$59.5K	Sell	2,302 -610	-21%	-$16K	0.01%	900
2024 Q3	$78.1K	Buy	2,912 +6	+0.2%	+$158	0.01%	830
2024 Q2	$75.6K	Buy	2,906 +4	+0.1%	+$103	0.01%	800
2024 Q1	$75.7K	Buy	2,902 +1,778	+158%	+$46.1K	0.01%	780
2023 Q4	$29.3K	Hold	1,124	–	–	﹤0.01%	925
2023 Q3	$28.4K	Hold	1,124	–	–	﹤0.01%	926
2023 Q2	$29.5K	Buy	1,124 +600	+115%	+$15.9K	﹤0.01%	917
2023 Q1	$14K	Buy	+524	New	+$13.8K	﹤0.01%	1038

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

Sunbelt Securities's SCHP Position: Q1 2026 in Review

Sunbelt Securities held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 524 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Sunbelt Securities first reported a position in SCHP in Q1 2023 and has held it in 13 quarters since. The position peaked at $78.1K in Q3 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Sunbelt Securities held 524 shares of Schwab US TIPS ETF worth $13.9K as of Q1 2026.
Sunbelt Securities left its Schwab US TIPS ETF share count unchanged in Q1 2026.
Schwab US TIPS ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1406 holding.
Sunbelt Securities first reported a position in Schwab US TIPS ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Schwab US TIPS ETF position peaked at $78.1K in Q3 2024.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.