WealthShield Partners’s Schwab US TIPS ETF SCHP Stock Holding History

WealthShield Partners’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	$20.1K	Hold	754	–	–	﹤0.01%	500
2025 Q4	$20K	Hold	754	–	–	﹤0.01%	480
2025 Q3	$20.3K	Hold	754	–	–	﹤0.01%	478
2025 Q2	$20.1K	Sell	754 -1,879	-71%	-$49.7K	﹤0.01%	471
2025 Q1	$70.8K	Sell	2,633 -600	-19%	-$15.8K	0.01%	398
2024 Q4	$83.5K	Buy	3,233 +2,479	+329%	+$65.2K	0.01%	357
2024 Q3	$20.2K	Hold	754	–	–	﹤0.01%	430
2024 Q2	$19.6K	Sell	754 -78	-9%	-$2.02K	﹤0.01%	403
2024 Q1	$21.7K	Sell	832 -16	-2%	-$415	﹤0.01%	396
2023 Q4	$22.1K	Sell	848 -1,778	-68%	-$45.2K	﹤0.01%	404
2023 Q3	$66.3K	Sell	2,626 -1,148	-30%	-$29.6K	0.01%	361
2023 Q2	$98.9K	Sell	3,774 -1,814	-32%	-$48.1K	0.01%	343
2023 Q1	$150K	Sell	5,588 -3,612	-39%	-$95.1K	0.02%	305
2022 Q4	$238K	Buy	9,200 +12	+0.1%	+$314	0.05%	267
2022 Q3	$238K	Buy	9,188 +1,396	+18%	+$38.8K	0.05%	273
2022 Q2	$217K	Buy	7,792 +512	+7%	+$14.9K	0.04%	278
2022 Q1	$221K	Buy	+7,280	New	+$223K	0.04%	306

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

WealthShield Partners's SCHP Position: Q1 2026 in Review

WealthShield Partners held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 754 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

WealthShield Partners first reported a position in SCHP in Q1 2022 and has held it in 17 quarters since. The position peaked at $238K in Q4 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

WealthShield Partners held 754 shares of Schwab US TIPS ETF worth $20.1K as of Q1 2026.
WealthShield Partners left its Schwab US TIPS ETF share count unchanged in Q1 2026.
Schwab US TIPS ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #500 holding.
WealthShield Partners first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 17 quarters since.
WealthShield Partners's Schwab US TIPS ETF position peaked at $238K in Q4 2022.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.