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United Capital Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

United Capital Financial Advisors’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 		$218K Sell
8,190
-141
-2% -$3.76K ﹤0.01% 1520
2025
Q4 		$221K Buy
8,331
+530
+7% +$14.2K ﹤0.01% 1288
2025
Q3 		$210K Buy
7,801
+52
+0.7% +$1.39K ﹤0.01% 1145
2025
Q2 		$207K Sell
7,749
-1,384
-15% -$36.6K ﹤0.01% 1040
2025
Q1 		$246K Buy
9,133
+473
+5% +$12.4K ﹤0.01% 950
2024
Q4 		$224K Buy
8,660
+454
+6% +$11.9K ﹤0.01% 984
2024
Q3 		$220K Sell
8,206
-1,010
-11% -$26.7K ﹤0.01% 980
2024
Q2 		$240K Sell
9,216
-1,918
-17% -$49.6K ﹤0.01% 925
2024
Q1 		$290K Sell
11,134
-11,006
-50% -$286K ﹤0.01% 890
2023
Q4 		$578K Sell
22,140
-5,070
-19% -$129K ﹤0.01% 688
2023
Q3 		$687K Sell
27,210
-8,940
-25% -$230K ﹤0.01% 582
2023
Q2 		$948K Sell
36,150
-15,250
-30% -$404K 0.01% 560
2023
Q1 		$1.38M Sell
51,400
-7,408
-13% -$195K 0.01% 513
2022
Q4 		$1.52M Sell
58,808
-30,586
-34% -$800K 0.01% 533
2022
Q3 		$2.31M Sell
89,394
-26,330
-23% -$732K 0.01% 448
2022
Q2 		$3.23M Sell
115,724
-28,526
-20% -$828K 0.02% 405
2022
Q1 		$4.38M Sell
144,250
-27,398
-16% -$840K 0.02% 385
2021
Q4 		$5.4M Sell
171,648
-7,402
-4% -$233K 0.02% 364
2021
Q3 		$5.6M Sell
179,050
-31,070
-15% -$980K 0.03% 361
2021
Q2 		$6.57M Sell
210,120
-5,624
-3% -$174K 0.03% 339
2021
Q1 		$6.6M Sell
215,744
-7,572
-3% -$233K 0.04% 314
2020
Q4 		$6.93M Sell
223,316
-7,262
-3% -$223K 0.04% 300
2020
Q3 		$7.11M Buy
230,578
+4,796
+2% +$147K 0.05% 286
2020
Q2 		$6.78M Sell
225,782
-135,442
-37% -$4.01M 0.05% 308
2020
Q1 		$10.4M Sell
361,224
-3,615,720
-91% -$104M 0.09% 232
2019
Q4 		$113M Buy
3,976,944
+100,876
+3% +$2.86M 0.73% 16
2019
Q3 		$110M Buy
3,876,068
+107,080
+3% +$3.03M 0.77% 16
2019
Q2 		$106M Buy
3,768,988
+61,582
+2% +$1.7M 0.69% 18
2019
Q1 		$102M Buy
3,707,406
+88,334
+2% +$2.38M 0.72% 19
2018
Q4 		$96.4M Sell
3,619,072
-43,134
-1% -$1.15M 0.77% 17
2018
Q3 		$98.8M Buy
3,662,206
+178,152
+5% +$4.85M 0.69% 19
2018
Q2 		$95.7M Buy
3,484,054
+210,150
+6% +$5.73M 0.71% 17
2018
Q1 		$89.8M Buy
3,273,904
+175,582
+6% +$4.8M 0.69% 18
2017
Q4 		$85.9M Buy
3,098,322
+61,470
+2% +$1.7M 0.68% 19
2017
Q3 		$83.9M Buy
3,036,852
+124,390
+4% +$3.44M 0.71% 18
2017
Q2 		$80.2M Buy
2,912,462
+145,800
+5% +$4.04M 0.72% 18
2017
Q1 		$76.8M Buy
2,766,662
+49,488
+2% +$1.37M 0.72% 15
2016
Q4 		$74.5M Buy
2,717,174
+45,480
+2% +$1.27M 0.72% 18
2016
Q3 		$76.3M Sell
2,671,694
-2,099,314
-44% -$59.5M 0.74% 17
2016
Q2 		$134M Buy
4,771,008
+482,506
+11% +$13.4M 1.36% 9
2016
Q1 		$119M Buy
4,288,502
+1,228,520
+40% +$33.2M 1.31% 10
2015
Q4 		$81.3M Buy
3,059,982
+270,446
+10% +$7.25M 0.94% 17
2015
Q3 		$74.9M Buy
2,789,536
+339,238
+14% +$9.16M 0.9% 16
2015
Q2 		$66.4M Buy
2,450,298
+333,914
+16% +$9.12M 0.77% 17
2015
Q1 		$58.5M Buy
2,116,384
+328,206
+18% +$9M 0.72% 20
2014
Q4 		$48.5M Buy
1,788,178
+1,139,810
+176% +$31.1M 0.73% 27
2014
Q3 		$17.6M Buy
648,368
+305,578
+89% +$8.45M 0.31% 84
2014
Q2 		$9.55M Buy
342,790
+195,100
+132% +$5.35M 0.18% 148
2014
Q1 		$3.98M Buy
+147,690
New +$3.98M 0.08% 237

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 Capital Financial Advisors's SCHP Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 1.7% in Q1 2026, selling an estimated $3.76K and leaving 8,190 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

United Capital Financial Advisors first reported a position in SCHP in Q1 2014 and has held it in 49 quarters since. The position peaked at $134M in Q2 2016. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • United Capital Financial Advisors held 8,190 shares of Schwab US TIPS ETF worth $218K as of Q1 2026.
  • United Capital Financial Advisors sold 141 Schwab US TIPS ETF shares in Q1 2026, an estimated $3.76K.
  • Schwab US TIPS ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1520 holding.
  • United Capital Financial Advisors first reported a position in Schwab US TIPS ETF in Q1 2014 and has held it in 49 quarters since.
  • United Capital Financial Advisors's Schwab US TIPS ETF position peaked at $134M in Q2 2016.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.