Surience Private Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Surience Private Wealth’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	$411K	Buy	+15,461	New	+$412K	0.44%	37

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

Surience Private Wealth's SCHP Position: Q1 2026 in Review

Surience Private Wealth opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2026: 15,461 shares worth $411K. The stake represents 0.44% of the portfolio and ranks #37 among its holdings.

729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Surience Private Wealth held 15,461 shares of Schwab US TIPS ETF worth $411K as of Q1 2026.
Schwab US TIPS ETF was a new Surience Private Wealth position in Q1 2026.
Schwab US TIPS ETF made up 0.44% of Surience Private Wealth's portfolio in Q1 2026, its #37 holding.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.