WOSD
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WFA of San Diego’s Schwab US TIPS ETF SCHP Stock Holding History

WFA of San Diego’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 		$328K Sell
12,340
-350
-3% -$9.34K 0.26% 63
2025
Q4 		$336K Hold
12,690
– – 0.25% 69
2025
Q3 		$342K Buy
12,690
+150
+1% +$4.01K 0.23% 73
2025
Q2 		$335K Buy
+12,540
New +$332K 0.25% 72
2024
Q3 		$409K Sell
15,258
-260
-2% -$6.87K 0.35% 61
2024
Q2 		$404K Buy
+15,518
New +$401K 0.36% 56
2023
Q3 		$438K Sell
17,362
-2,006
-10% -$51.7K 0.45% 47
2023
Q2 		$508K Buy
+19,368
New +$513K 0.5% 40
2023
Q1 		– Sell
-23,094
Closed -$598K – 356
2022
Q4 		$598K Hold
23,094
– – 0.46% 47
2022
Q3 		$598K Sell
23,094
-86
-0.4% -$2.39K 0.54% 45
2022
Q2 		$647K Sell
23,180
-1,350
-6% -$39.2K 0.55% 40
2022
Q1 		$745K Buy
24,530
+192
+0.8% +$5.89K 0.57% 41
2021
Q4 		$765K Sell
24,338
-2,676
-10% -$84.3K 0.44% 49
2021
Q3 		$845K Sell
27,014
-1,202
-4% -$37.9K 0.59% 41
2021
Q2 		$882K Sell
28,216
-2,520
-8% -$78.1K 0.68% 35
2021
Q1 		$940K Sell
30,736
-2,326
-7% -$71.7K 0.78% 33
2020
Q4 		$62 Buy
33,062
+848
+3% +$26K 0.02% 67
2020
Q3 		$992K Sell
32,214
-13,120
-29% -$402K 0.94% 28
2020
Q2 		$1.34M Buy
+45,334
New +$1.34M 0.31% 81

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

WFA of San Diego's SCHP Position: Q1 2026 in Review

WFA of San Diego reduced its Schwab US TIPS ETF (SCHP) stake by 2.8% in Q1 2026, selling an estimated $9.34K and leaving 12,340 shares worth $328K. The position accounts for 0.26% of the portfolio, ranked #63.

WFA of San Diego first reported a position in SCHP in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.34M in Q2 2020. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • WFA of San Diego held 12,340 shares of Schwab US TIPS ETF worth $328K as of Q1 2026.
  • WFA of San Diego sold 350 Schwab US TIPS ETF shares in Q1 2026, an estimated $9.34K.
  • Schwab US TIPS ETF made up 0.26% of WFA of San Diego's portfolio in Q1 2026, its #63 holding.
  • WFA of San Diego first reported a position in Schwab US TIPS ETF in Q2 2020 and has held it in 19 quarters since.
  • WFA of San Diego's Schwab US TIPS ETF position peaked at $1.34M in Q2 2020.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.