WealthPlan Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

WealthPlan Investment 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	$498K	Sell	18,712 -41	-0.2%	-$1.09K	0.03%	301
2025 Q4	$497K	Sell	18,753 -920	-5%	-$24.7K	0.03%	258
2025 Q3	$530K	Sell	19,673 -294	-1%	-$7.87K	0.04%	223
2025 Q2	$533K	Sell	19,967 -507	-2%	-$13.4K	0.04%	231
2025 Q1	$551K	Sell	20,474 -933	-4%	-$24.5K	0.05%	162
2024 Q4	$553K	Buy	+21,407	New	+$563K	0.05%	161
2023 Q3	–	Sell	-74	Closed	-$1.94K	–	312
2023 Q2	$1.94K	Sell	74 -11,740	-99%	-$311K	﹤0.01%	321
2023 Q1	$317K	Sell	11,814 -37,888	-76%	-$997K	0.05%	136
2022 Q4	$1.3M	Sell	49,702 -510,500	-91%	-$13.4M	0.09%	159
2022 Q3	$15M	Buy	+560,202	New	+$15.6M	1.09%	29
2022 Q1	$1.21M	Buy	+40,860	New	+$1.25M	0.08%	155

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WealthPlan Investment Management's SCHP Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Schwab US TIPS ETF (SCHP) stake by 0.22% in Q1 2026, selling an estimated $1.09K and leaving 18,712 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #301.

WealthPlan Investment Management first reported a position in SCHP in Q1 2022 and has held it in 11 quarters since. The position peaked at $15M in Q3 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

WealthPlan Investment Management held 18,712 shares of Schwab US TIPS ETF worth $498K as of Q1 2026.
WealthPlan Investment Management sold 41 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.09K.
Schwab US TIPS ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2026, its #301 holding.
WealthPlan Investment Management first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's Schwab US TIPS ETF position peaked at $15M in Q3 2022.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.