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Veridan Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Veridan Wealth’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 		$2.26M Sell
84,973
-318
-0.4% -$8.48K 0.84% 36
2025
Q4 		$2.26M Buy
85,291
+1,978
+2% +$53.1K 0.76% 35
2025
Q3 		$2.25M Buy
+83,313
New +$2.23M 0.77% 35
2024
Q2 		$2.22M Buy
+166,554
New +$4.31M 0.89% 35

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

Veridan Wealth's SCHP Position: Q1 2026 in Review

Veridan Wealth reduced its Schwab US TIPS ETF (SCHP) stake by 0.37% in Q1 2026, selling an estimated $8.48K and leaving 84,973 shares worth $2.26M. The position accounts for 0.84% of the portfolio, ranked #36.

Veridan Wealth first reported a position in SCHP in Q2 2024 and has held it in 4 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Veridan Wealth held 84,973 shares of Schwab US TIPS ETF worth $2.26M as of Q1 2026.
  • Veridan Wealth sold 318 Schwab US TIPS ETF shares in Q1 2026, an estimated $8.48K.
  • Schwab US TIPS ETF made up 0.84% of Veridan Wealth's portfolio in Q1 2026, its #36 holding.
  • Veridan Wealth first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 4 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.