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Wealthspire Advisors (New York)’s Schwab US TIPS ETF SCHP Stock Holding History

Wealthspire Advisors (New York)’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 		$12.7M Buy
479,071
+12,912
+3% +$344K 0.1% 98
2025
Q4 		$12.3M Sell
466,159
-439,633
-49% -$11.8M 0.1% 102
2025
Q3 		$24.4M Buy
905,792
+456,164
+101% +$12.2M 0.13% 76
2025
Q2 		$12M Sell
449,628
-496,336
-52% -$13.1M 0.07% 102
2025
Q1 		$25.4M Buy
945,964
+455,550
+93% +$12M 0.15% 70
2024
Q4 		$12.7M Sell
490,414
-1,824
-0.4% -$47.9K 0.13% 84
2024
Q3 		$13.2M Sell
492,238
-13,128
-3% -$347K 0.13% 81
2024
Q2 		$13.1M Buy
505,366
+141,458
+39% +$3.66M 0.17% 64
2024
Q1 		$9.49M Sell
363,908
-39,336
-10% -$1.02M 0.13% 79
2023
Q4 		$10.5M Sell
403,244
-113,780
-22% -$2.89M 0.15% 68
2023
Q3 		$13.1M Sell
517,024
-75,596
-13% -$1.95M 0.22% 55
2023
Q2 		$15.5M Buy
592,620
+2,502
+0.4% +$66.3K 0.25% 53
2023
Q1 		$15.8M Sell
590,118
-18,902
-3% -$497K 0.27% 52
2022
Q4 		$15.8M Buy
609,020
+134,472
+28% +$3.52M 0.29% 51
2022
Q3 		$12.3M Sell
474,548
-23,700
-5% -$659K 0.26% 56
2022
Q2 		$13.9M Buy
498,248
+151,234
+44% +$4.39M 0.29% 51
2022
Q1 		$10.5M Buy
347,014
+38,422
+12% +$1.18M 0.24% 47
2021
Q4 		$9.7M Buy
308,592
+21,966
+8% +$692K 0.21% 47
2021
Q3 		$8.97M Sell
286,626
-6,190
-2% -$195K 0.19% 62
2021
Q2 		$9.15M Sell
292,816
-40,558
-12% -$1.26M 0.24% 50
2021
Q1 		$10.2M Sell
333,374
-27,792
-8% -$856K 0.24% 52
2020
Q4 		$11.2M Buy
+361,166
New +$11.1M 0.33% 42
2020
Q2 		– Sell
-213,486
Closed -$6.14M – 485
2020
Q1 		$6.14M Buy
+213,486
New +$6.11M 0.26% 56

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

Wealthspire Advisors (New York)'s SCHP Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Schwab US TIPS ETF (SCHP) stake by 2.8% in Q1 2026, buying an estimated $344K and bringing the position to 479,071 shares worth $12.7M. The position accounts for 0.1% of the portfolio, ranked #98.

Wealthspire Advisors (New York) first reported a position in SCHP in Q1 2020 and has held it in 23 quarters since. The position peaked at $25.4M in Q1 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Wealthspire Advisors (New York) held 479,071 shares of Schwab US TIPS ETF worth $12.7M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 12,912 Schwab US TIPS ETF shares in Q1 2026, an estimated $344K.
  • Schwab US TIPS ETF made up 0.1% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #98 holding.
  • Wealthspire Advisors (New York) first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Schwab US TIPS ETF position peaked at $25.4M in Q1 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.