Topel & Distasi Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Topel & Distasi 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	–	Sell	-16,466	Closed	-$436K	–	60
2025 Q4	$436K	Hold	16,466	–	–	0.21%	50
2025 Q3	$444K	Hold	16,466	–	–	0.22%	49
2025 Q2	$439K	Hold	16,466	–	–	0.23%	47
2025 Q1	$443K	Hold	16,466	–	–	0.21%	59
2024 Q4	$425K	Hold	16,466	–	–	0.18%	62
2024 Q3	$442K	Hold	16,466	–	–	0.18%	62
2024 Q2	$428K	Hold	16,466	–	–	0.19%	61
2024 Q1	$429K	Buy	16,466 +8,354	+103%	+$217K	0.19%	59
2023 Q4	$212K	Buy	+8,112	New	+$206K	0.1%	71
2023 Q1	–	Sell	-42,306	Closed	-$1.1M	–	74
2022 Q4	$1.1M	Hold	42,306	–	–	0.61%	37
2022 Q3	$1.1M	Hold	42,306	–	–	0.61%	39
2022 Q2	$1.18M	Hold	42,306	–	–	0.68%	35
2022 Q1	$1.28M	Hold	42,306	–	–	0.54%	43
2021 Q4	$1.33M	Buy	+42,306	New	+$1.33M	0.54%	43

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

Topel & Distasi Wealth Management's SCHP Position: Q1 2026 in Review

Topel & Distasi Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 16,466 shares — an estimated $436K sold.

Topel & Distasi Wealth Management first reported a position in SCHP in Q4 2021 and held it in 14 quarters. The position peaked at $1.33M in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Topel & Distasi Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
Topel & Distasi Wealth Management sold 16,466 Schwab US TIPS ETF shares in Q1 2026, an estimated $436K.
Topel & Distasi Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 14 quarters.
Topel & Distasi Wealth Management's Schwab US TIPS ETF position peaked at $1.33M in Q4 2021.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.