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Vise Technologies’s Schwab US TIPS ETF SCHP Stock Holding History

Vise Technologies’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 		$5.93M Hold
223,779
– – 0.12% 145
2025
Q4 		$5.93M Buy
223,779
+27,744
+14% +$744K 0.12% 145
2025
Q3 		$5.28M Buy
196,035
+20,986
+12% +$562K 0.2% 105
2025
Q2 		$4.67M Buy
+175,049
New +$4.63M 0.19% 114
2024
Q4 		$4.06M Sell
157,161
-10,177
-6% -$267K 0.34% 54
2024
Q3 		$4.49M Buy
167,338
+2,640
+2% +$69.7K 0.57% 36
2024
Q2 		$4.28M Buy
164,698
+31,696
+24% +$819K 0.75% 31
2024
Q1 		$3.47M Buy
133,002
+1,232
+0.9% +$32K 0.68% 38
2023
Q4 		$3.44M Sell
131,770
-68,178
-34% -$1.73M 0.74% 34
2023
Q3 		$5.05M Sell
199,948
-37,908
-16% -$977K 1.24% 18
2023
Q2 		$6.24M Buy
237,856
+30,678
+15% +$813K 1.51% 14
2023
Q1 		$5.55M Buy
207,178
+15,362
+8% +$404K 1.46% 13
2022
Q4 		$4.97M Sell
191,816
-6,226
-3% -$163K 1.55% 12
2022
Q3 		$5.13M Buy
198,042
+47,508
+32% +$1.32M 1.93% 11
2022
Q2 		$4.2M Buy
150,534
+45,150
+43% +$1.31M 1.63% 13
2022
Q1 		$3.2M Buy
+105,384
New +$3.23M 1.2% 22

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

Vise Technologies's SCHP Position: Q1 2026 in Review

Vise Technologies held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 223,779 shares worth $5.93M. The position accounts for 0.12% of the portfolio, ranked #145.

Vise Technologies first reported a position in SCHP in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.24M in Q2 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Vise Technologies held 223,779 shares of Schwab US TIPS ETF worth $5.93M as of Q1 2026.
  • Vise Technologies left its Schwab US TIPS ETF share count unchanged in Q1 2026.
  • Schwab US TIPS ETF made up 0.12% of Vise Technologies's portfolio in Q1 2026, its #145 holding.
  • Vise Technologies first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 16 quarters since.
  • Vise Technologies's Schwab US TIPS ETF position peaked at $6.24M in Q2 2023.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.