Altiora Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Altiora Financial Group’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	$13.5M	Sell	506,969 -200	-0%	-$5.34K	2.22%	13
2025 Q4	$13.4M	Buy	507,169 +12,095	+2%	+$324K	2.32%	12
2025 Q3	$13.3M	Buy	495,074 +35	+0%	+$937	2.44%	12
2025 Q2	$13.2M	Sell	495,039 -22,416	-4%	-$593K	2.58%	9
2025 Q1	$13.9M	Buy	517,455 +12	+0%	+$316	2.96%	8
2024 Q4	$13.4M	Buy	517,443 +7,361	+1%	+$193K	2.91%	8
2024 Q3	$13.7M	Sell	510,082 -9,416	-2%	-$249K	3.02%	7
2024 Q2	$13.5M	Buy	519,498 +185,368	+55%	+$4.79M	3.24%	9
2024 Q1	$8.71M	Sell	334,130 -170	-0.1%	-$4.41K	2.37%	10
2023 Q4	$8.73M	Buy	334,300 +321,566	+2,525%	+$8.18M	2.53%	9
2023 Q3	$321K	Sell	12,734 -76,642	-86%	-$1.98M	0.15%	48
2023 Q2	$2.34M	Buy	89,376 +892	+1%	+$23.6K	1.03%	16
2023 Q1	$2.37M	Hold	88,484	–	–	1.09%	16
2022 Q4	$2.29M	Buy	+88,484	New	+$2.31M	1.14%	16

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

Altiora Financial Group's SCHP Position: Q1 2026 in Review

Altiora Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 0.04% in Q1 2026, selling an estimated $5.34K and leaving 506,969 shares worth $13.5M. The position accounts for 2.22% of the portfolio, ranked #13.

Altiora Financial Group first reported a position in SCHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.9M in Q1 2025. 730 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Altiora Financial Group held 506,969 shares of Schwab US TIPS ETF worth $13.5M as of Q1 2026.
Altiora Financial Group sold 200 Schwab US TIPS ETF shares in Q1 2026, an estimated $5.34K.
Schwab US TIPS ETF made up 2.22% of Altiora Financial Group's portfolio in Q1 2026, its #13 holding.
Altiora Financial Group first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 14 quarters since.
Altiora Financial Group's Schwab US TIPS ETF position peaked at $13.9M in Q1 2025.
730 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.