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United Advisor Group’s Schwab US TIPS ETF SCHP Stock Holding History

United Advisor Group’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 		$2.01M Buy
75,633
+9,084
+14% +$242K 0.25% 108
2025
Q4 		$1.76M Buy
66,549
+5,752
+9% +$154K 0.22% 113
2025
Q3 		$1.64M Buy
60,797
+4,056
+7% +$109K 0.22% 106
2025
Q2 		$1.51M Buy
56,741
+38,436
+210% +$1.02M 0.26% 97
2025
Q1 		$492K Buy
18,305
+3,584
+24% +$94.2K 0.1% 188
2024
Q4 		$380K Buy
+14,721
New +$387K 0.08% 242

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

United Advisor Group's SCHP Position: Q1 2026 in Review

United Advisor Group increased its Schwab US TIPS ETF (SCHP) stake by 14% in Q1 2026, buying an estimated $242K and bringing the position to 75,633 shares worth $2.01M. The position accounts for 0.25% of the portfolio, ranked #108.

United Advisor Group first reported a position in SCHP in Q4 2024 and has held it in 6 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • United Advisor Group held 75,633 shares of Schwab US TIPS ETF worth $2.01M as of Q1 2026.
  • United Advisor Group bought 9,084 Schwab US TIPS ETF shares in Q1 2026, an estimated $242K.
  • Schwab US TIPS ETF made up 0.25% of United Advisor Group's portfolio in Q1 2026, its #108 holding.
  • United Advisor Group first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.