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Visionary Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Visionary Wealth Advisors’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 		$525K Buy
19,723
+1,441
+8% +$38.4K 0.02% 391
2025
Q4 		$484K Sell
18,282
-3,003
-14% -$80.6K 0.02% 390
2025
Q3 		$574K Buy
21,285
+2,862
+16% +$76.6K 0.03% 357
2025
Q2 		$492K Sell
18,423
-56,622
-75% -$1.5M 0.03% 362
2025
Q1 		$2.02M Sell
75,045
-1,140
-1% -$30K 0.12% 172
2024
Q4 		$1.97M Sell
76,185
-551
-0.7% -$14.5K 0.12% 170
2024
Q3 		$2.06M Buy
76,736
+812
+1% +$21.4K 0.13% 171
2024
Q2 		$1.97M Sell
75,924
-18
-0% -$465 0.13% 167
2024
Q1 		$1.98M Sell
75,942
-39,194
-34% -$1.02M 0.13% 168
2023
Q4 		$3.01M Sell
115,136
-7,136
-6% -$182K 0.22% 119
2023
Q3 		$3.09M Sell
122,272
-30,170
-20% -$778K 0.25% 107
2023
Q2 		$4M Sell
152,442
-53,684
-26% -$1.42M 0.32% 80
2023
Q1 		$5.53M Buy
206,126
+181,314
+731% +$4.77M 0.47% 60
2022
Q4 		$643K Buy
+24,812
New +$649K 0.06% 209
2022
Q3 		– Sell
-182,864
Closed -$5.1M – 440
2022
Q2 		$5.1M Buy
182,864
+13,650
+8% +$396K 0.46% 61
2022
Q1 		$5.14M Buy
+169,214
New +$5.19M 0.41% 65

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

Visionary Wealth Advisors's SCHP Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 7.9% in Q1 2026, buying an estimated $38.4K and bringing the position to 19,723 shares worth $525K. The position accounts for 0.02% of the portfolio, ranked #391.

Visionary Wealth Advisors first reported a position in SCHP in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.53M in Q1 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Visionary Wealth Advisors held 19,723 shares of Schwab US TIPS ETF worth $525K as of Q1 2026.
  • Visionary Wealth Advisors bought 1,441 Schwab US TIPS ETF shares in Q1 2026, an estimated $38.4K.
  • Schwab US TIPS ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #391 holding.
  • Visionary Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 16 quarters since.
  • Visionary Wealth Advisors's Schwab US TIPS ETF position peaked at $5.53M in Q1 2023.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.