WI
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WBI Investments’s Schwab US TIPS ETF SCHP Stock Holding History

WBI Investments’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 		– Sell
-50,874
Closed -$1.35M – 392
2025
Q4 		$1.35M Sell
50,874
-3,875
-7% -$104K 0.35% 65
2025
Q3 		$1.48M Sell
54,749
-2,576
-4% -$68.9K 0.38% 67
2025
Q2 		$1.53M Sell
57,325
-2,154
-4% -$57K 0.4% 66
2025
Q1 		$1.6M Sell
59,479
-8,830
-13% -$232K 0.42% 71
2024
Q4 		$1.76M Buy
68,309
+6,917
+11% +$182K 0.44% 71
2024
Q3 		$1.65M Buy
61,392
+3,380
+6% +$89.3K 0.4% 74
2024
Q2 		$1.51M Sell
58,012
-20,584
-26% -$532K 0.37% 77
2024
Q1 		$2.05M Buy
78,596
+32,404
+70% +$841K 0.43% 61
2023
Q4 		$1.21M Sell
46,192
-5,106
-10% -$130K 0.24% 98
2023
Q3 		$1.29M Sell
51,298
-512
-1% -$13.2K 0.26% 105
2023
Q2 		$1.36M Buy
51,810
+3,346
+7% +$88.7K 0.25% 109
2023
Q1 		$1.3M Buy
+48,464
New +$1.28M 0.26% 101

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

WBI Investments's SCHP Position: Q1 2026 in Review

WBI Investments sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 50,874 shares — an estimated $1.35M sold.

WBI Investments first reported a position in SCHP in Q1 2023 and held it in 12 quarters. The position peaked at $2.05M in Q1 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • WBI Investments reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 50,874 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.35M.
  • WBI Investments first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 12 quarters.
  • WBI Investments's Schwab US TIPS ETF position peaked at $2.05M in Q1 2024.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

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