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ViaWealth’s Schwab US TIPS ETF SCHP Stock Holding History

ViaWealth’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 		$641K Sell
24,085
-7,134
-23% -$190K 0.36% 83
2025
Q4 		$827K Sell
31,219
-882
-3% -$23.7K 0.47% 59
2025
Q3 		$865K Buy
32,101
+799
+3% +$21.4K 0.47% 61
2025
Q2 		$835K Buy
31,302
+15,375
+97% +$407K 0.49% 60
2025
Q1 		$428K Buy
+15,927
New +$419K 0.26% 105

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

ViaWealth's SCHP Position: Q1 2026 in Review

ViaWealth reduced its Schwab US TIPS ETF (SCHP) stake by 23% in Q1 2026, selling an estimated $190K and leaving 24,085 shares worth $641K. The position accounts for 0.36% of the portfolio, ranked #83.

ViaWealth first reported a position in SCHP in Q1 2025 and has held it in 5 quarters since. The position peaked at $865K in Q3 2025. 730 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • ViaWealth held 24,085 shares of Schwab US TIPS ETF worth $641K as of Q1 2026.
  • ViaWealth sold 7,134 Schwab US TIPS ETF shares in Q1 2026, an estimated $190K.
  • Schwab US TIPS ETF made up 0.36% of ViaWealth's portfolio in Q1 2026, its #83 holding.
  • ViaWealth first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 5 quarters since.
  • ViaWealth's Schwab US TIPS ETF position peaked at $865K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.