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 Q3	$9.18M	Sell	365,313 -23,596	-6%	-$611K	2.19%	12
2026 Q2	$10.3M	Sell	388,909 -2,561	-0.7%	-$68.3K	2.58%	11
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VCI Wealth Management's SCHP Position: Q3 2026 in Review

VCI Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 6.1% in Q3 2026, selling an estimated $611K and leaving 365,313 shares worth $9.18M. The position accounts for 2.19% of the portfolio, ranked #12.

VCI Wealth Management first reported a position in SCHP in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.4M in Q1 2026. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

VCI Wealth Management held 365,313 shares of Schwab US TIPS ETF worth $9.18M as of Q3 2026.
VCI Wealth Management sold 23,596 Schwab US TIPS ETF shares in Q3 2026, an estimated $611K.
Schwab US TIPS ETF made up 2.19% of VCI Wealth Management's portfolio in Q3 2026, its #12 holding.
VCI Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 12 quarters since.
VCI Wealth Management's Schwab US TIPS ETF position peaked at $10.4M in Q1 2026.
633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on VCI Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.