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Aspetuck Financial Management’s Schwab US TIPS ETF SCHP Stock Holding History

Aspetuck Financial 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 		$330K Buy
12,400
+300
+2% +$8K 0.23% 65
2025
Q4 		$321K Buy
+12,100
New +$325K 0.22% 67

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

Aspetuck Financial Management's SCHP Position: Q1 2026 in Review

Aspetuck Financial Management increased its Schwab US TIPS ETF (SCHP) stake by 2.5% in Q1 2026, buying an estimated $8K and bringing the position to 12,400 shares worth $330K. The position accounts for 0.23% of the portfolio, ranked #65.

Aspetuck Financial Management first reported a position in SCHP in Q4 2025 and has held it in 2 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Aspetuck Financial Management held 12,400 shares of Schwab US TIPS ETF worth $330K as of Q1 2026.
  • Aspetuck Financial Management bought 300 Schwab US TIPS ETF shares in Q1 2026, an estimated $8K.
  • Schwab US TIPS ETF made up 0.23% of Aspetuck Financial Management's portfolio in Q1 2026, its #65 holding.
  • Aspetuck Financial Management first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 2 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Aspetuck Financial Management's 13F filing for Q1 2026, filed 6 May 2026.