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Walter & Keenan Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Walter & Keenan 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
Q1 		$258K Sell
9,706
-1,690
-15% -$45.1K 0.07% 145
2025
Q4 		$302K Sell
11,396
-17,547
-61% -$471K 0.08% 134
2025
Q3 		$780K Buy
28,943
+2,793
+11% +$74.7K 0.22% 87
2025
Q2 		$698K Sell
26,150
-1,500
-5% -$39.7K 0.2% 93
2025
Q1 		$744K Buy
27,650
+1
+0% +$26 0.22% 90
2024
Q4 		$714K Buy
27,649
+4,655
+20% +$122K 0.22% 92
2024
Q3 		$617K Sell
22,994
-740
-3% -$19.5K 0.19% 98
2024
Q2 		$617K Sell
23,734
-2,400
-9% -$62K 0.2% 92
2024
Q1 		$682K Sell
26,134
-1,700
-6% -$44.1K 0.22% 88
2023
Q4 		$726K Sell
27,834
-4,510
-14% -$115K 0.26% 81
2023
Q3 		$817K Buy
32,344
+7,836
+32% +$202K 0.32% 73
2023
Q2 		$642K Sell
24,508
-1,970
-7% -$52.2K 0.24% 87
2023
Q1 		$710K Buy
26,478
+3,140
+13% +$82.6K 0.27% 85
2022
Q4 		$604K Sell
23,338
-1,400
-6% -$36.6K 0.24% 84
2022
Q3 		$641K Buy
24,738
+1,100
+5% +$30.6K 0.27% 78
2022
Q2 		$660K Buy
23,638
+4,200
+22% +$122K 0.26% 79
2022
Q1 		$590K Hold
19,438
– – 0.2% 86
2021
Q4 		$611K Sell
19,438
-60
-0.3% -$1.89K 0.2% 88
2021
Q3 		$610K Sell
19,498
-1,266
-6% -$40K 0.21% 90
2021
Q2 		$649K Hold
20,764
– – 0.22% 86
2021
Q1 		$635K Buy
20,764
+3,660
+21% +$113K 0.22% 87
2020
Q4 		$531K Sell
17,104
-196
-1% -$6.02K 0.19% 90
2020
Q3 		$533K Hold
17,300
– – 0.21% 89
2020
Q2 		$519K Buy
+17,300
New +$513K 0.21% 91
2020
Q1 		– Sell
-10,618
Closed -$301K – 172
2019
Q4 		$301K Buy
+10,618
New +$301K 0.12% 127

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

Walter & Keenan Wealth Management's SCHP Position: Q1 2026 in Review

Walter & Keenan Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 15% in Q1 2026, selling an estimated $45.1K and leaving 9,706 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #145.

Walter & Keenan Wealth Management first reported a position in SCHP in Q4 2019 and has held it in 25 quarters since. The position peaked at $817K in Q3 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Walter & Keenan Wealth Management held 9,706 shares of Schwab US TIPS ETF worth $258K as of Q1 2026.
  • Walter & Keenan Wealth Management sold 1,690 Schwab US TIPS ETF shares in Q1 2026, an estimated $45.1K.
  • Schwab US TIPS ETF made up 0.07% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Walter & Keenan Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 25 quarters since.
  • Walter & Keenan Wealth Management's Schwab US TIPS ETF position peaked at $817K in Q3 2023.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.