Western Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Western 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	$3.84M	Buy	144,457 +136,076	+1,624%	+$3.63M	0.15%	139
2025 Q4	$222K	Buy	+8,381	New	+$225K	0.01%	770
2024 Q4	–	Sell	-70,818	Closed	-$1.9M	–	742
2024 Q3	$1.9M	Buy	+70,818	New	+$1.87M	0.11%	193
2024 Q1	–	Sell	-64,674	Closed	-$1.69M	–	711
2023 Q4	$1.69M	Sell	64,674 -10,090	-13%	-$257K	0.12%	174
2023 Q3	$1.89M	Buy	74,764 +2,212	+3%	+$57K	0.16%	137
2023 Q2	$1.9M	Sell	72,552 -1,544	-2%	-$40.9K	0.16%	135
2023 Q1	$1.99M	Buy	74,096 +16,318	+28%	+$429K	0.18%	126
2022 Q4	$1.5M	Sell	57,778 -14,960	-21%	-$391K	0.15%	161
2022 Q3	$1.91M	Buy	72,738 +3,422	+5%	+$95.1K	0.11%	191
2022 Q2	$1.93M	Buy	69,316 +10,444	+18%	+$303K	0.11%	187
2022 Q1	$1.79M	Buy	58,872 +35,500	+152%	+$1.09M	0.09%	218
2021 Q4	$733K	Buy	+23,372	New	+$736K	0.07%	254
2021 Q2	$297K	Buy	+9,476	New	+$294K	0.03%	498

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

Western Wealth Management's SCHP Position: Q1 2026 in Review

Western Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 1,624% in Q1 2026, buying an estimated $3.63M and bringing the position to 144,457 shares worth $3.84M. The position accounts for 0.15% of the portfolio, ranked #139.

Western Wealth Management first reported a position in SCHP in Q2 2021 and has held it in 13 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Western Wealth Management held 144,457 shares of Schwab US TIPS ETF worth $3.84M as of Q1 2026.
Western Wealth Management bought 136,076 Schwab US TIPS ETF shares in Q1 2026, an estimated $3.63M.
Schwab US TIPS ETF made up 0.15% of Western Wealth Management's portfolio in Q1 2026, its #139 holding.
Western Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 13 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.