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World Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

World Investment Advisors’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 		$445K Buy
16,708
+2,705
+19% +$72.2K 0.01% 1041
2025
Q4 		$371K Buy
+14,003
New +$376K 0.01% 1084
2025
Q1 		– Sell
-12,831
Closed -$331K – 1102
2024
Q4 		$331K Sell
12,831
-5,281
-29% -$139K 0.01% 790
2024
Q3 		$483K Sell
18,112
-19,220
-51% -$508K 0.02% 600
2024
Q2 		$971K Buy
+37,332
New +$965K 0.06% 279
2022
Q4 		– Sell
-22,874
Closed -$592K – 267
2022
Q3 		$592K Buy
22,874
+588
+3% +$16.3K 0.14% 116
2022
Q2 		$640K Sell
22,286
-134
-0.6% -$3.89K 0.13% 122
2022
Q1 		$681K Sell
22,420
-318
-1% -$9.75K 0.14% 119
2021
Q4 		$681K Buy
22,738
+15,998
+237% +$504K 0.14% 115
2021
Q3 		$211K Sell
6,740
-262
-4% -$8.27K 0.05% 236
2021
Q2 		$219K Buy
7,002
+238
+4% +$7.38K 0.05% 227
2021
Q1 		$210K Buy
6,764
+218
+3% +$6.72K 0.05% 213
2020
Q4 		$203K Buy
+6,546
New +$201K 0.05% 220

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

World Investment Advisors's SCHP Position: Q1 2026 in Review

World Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 19% in Q1 2026, buying an estimated $72.2K and bringing the position to 16,708 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #1041.

World Investment Advisors first reported a position in SCHP in Q4 2020 and has held it in 13 quarters since. The position peaked at $971K in Q2 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • World Investment Advisors held 16,708 shares of Schwab US TIPS ETF worth $445K as of Q1 2026.
  • World Investment Advisors bought 2,705 Schwab US TIPS ETF shares in Q1 2026, an estimated $72.2K.
  • Schwab US TIPS ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1041 holding.
  • World Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 13 quarters since.
  • World Investment Advisors's Schwab US TIPS ETF position peaked at $971K in Q2 2024.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.