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VCI Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

VCI 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 		$10.4M Buy
391,470
+39,447
+11% +$1.05M 2.89% 9
2025
Q4 		$9.33M Buy
352,023
+30,063
+9% +$806K 2.59% 10
2025
Q3 		$8.68M Buy
321,960
+17,481
+6% +$468K 2.63% 9
2025
Q2 		$8.12M Buy
304,479
+34,442
+13% +$911K 2.84% 7
2025
Q1 		$7.26M Buy
270,037
+18,038
+7% +$474K 3.05% 7
2024
Q4 		$6.51M Buy
251,999
+75
+0% +$1.97K 2.76% 9
2024
Q3 		$6.76M Buy
251,924
+22,792
+10% +$602K 3.01% 8
2024
Q2 		$5.96M Buy
229,132
+69,336
+43% +$1.79M 2.95% 8
2024
Q1 		$4.17M Sell
159,796
-20,338
-11% -$528K 2.82% 7
2023
Q4 		$4.7M Buy
+180,134
New +$4.58M 2.86% 7

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

VCI Wealth Management's SCHP Position: Q1 2026 in Review

VCI Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 11% in Q1 2026, buying an estimated $1.05M and bringing the position to 391,470 shares worth $10.4M. The position accounts for 2.89% of the portfolio, ranked #9.

VCI Wealth Management first reported a position in SCHP in Q4 2023 and has held it in 10 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • VCI Wealth Management held 391,470 shares of Schwab US TIPS ETF worth $10.4M as of Q1 2026.
  • VCI Wealth Management bought 39,447 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.05M.
  • Schwab US TIPS ETF made up 2.89% of VCI Wealth Management's portfolio in Q1 2026, its #9 holding.
  • VCI Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 10 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.