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Valley National Advisers’s Schwab US TIPS ETF SCHP Stock Holding History

Valley National Advisers’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
2025
Q4 		– Sell
-60
Closed -$1K – 941
2025
Q3 		$1K Buy
+60
New +$1.61K ﹤0.01% 822
2023
Q1 		– Sell
-4,470
Closed -$117K – 964
2022
Q4 		$117K Hold
4,470
– – 0.02% 286
2022
Q3 		$116K Buy
+4,470
New +$124K 0.02% 286
2018
Q4 		– Sell
-3,138
Closed -$85K – 811
2018
Q3 		$85K Hold
3,138
– – 0.03% 225
2018
Q2 		$86K Hold
3,138
– – 0.03% 224
2018
Q1 		$86K Sell
3,138
-134
-4% -$3.66K 0.03% 213
2017
Q4 		$91K Buy
3,272
+532
+19% +$14.7K 0.03% 211
2017
Q3 		$76K Hold
2,740
– – 0.03% 221
2017
Q2 		$75K Hold
2,740
– – 0.03% 214
2017
Q1 		$76K Hold
2,740
– – 0.03% 211
2016
Q4 		$75K Sell
2,740
-62
-2% -$1.73K 0.03% 220
2016
Q3 		$80K Hold
2,802
– – 0.04% 192
2016
Q2 		$79K Hold
2,802
– – 0.04% 198
2016
Q1 		$78K Buy
2,802
+10
+0.4% +$270 0.04% 200
2015
Q4 		$74K Hold
2,792
– – 0.04% 199
2015
Q3 		$75K Hold
2,792
– – 0.05% 200
2015
Q2 		$76K Hold
2,792
– – 0.04% 211
2015
Q1 		$77K Buy
2,792
+2,312
+482% +$63.4K 0.05% 194
2014
Q4 		$13K Buy
+480
New +$13.1K 0.01% 261

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Valley National Advisers's SCHP Position: Q4 2025 in Review

Valley National Advisers sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 60 shares — an estimated $1K sold.

Valley National Advisers first reported a position in SCHP in Q4 2014 and held it in 19 quarters. The position peaked at $117K in Q4 2022. 715 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Valley National Advisers reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Valley National Advisers sold 60 Schwab US TIPS ETF shares in Q4 2025, an estimated $1K.
  • Valley National Advisers first reported a position in Schwab US TIPS ETF in Q4 2014 and held it in 19 quarters.
  • Valley National Advisers's Schwab US TIPS ETF position peaked at $117K in Q4 2022.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.