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

Atomi 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	$887K	Sell	33,339 -2,228	-6%	-$59.4K	0.03%	475
2025 Q4	$942K	Buy	35,567 +14,910	+72%	+$400K	0.03%	436
2025 Q3	$557K	Buy	20,657 +668	+3%	+$17.9K	0.02%	611
2025 Q2	$533K	Sell	19,989 -7,260	-27%	-$192K	0.02%	560
2025 Q1	$733K	Sell	27,249 -18,122	-40%	-$476K	0.03%	389
2024 Q4	$1.17M	Buy	45,371 +2,915	+7%	+$76.6K	0.06%	235
2024 Q3	$1.14M	Sell	42,456 -21,230	-33%	-$561K	0.07%	217
2024 Q2	$1.66M	Sell	63,686 -139,762	-69%	-$3.61M	0.12%	137
2024 Q1	$5.31M	Buy	203,448 +185,756	+1,050%	+$4.82M	0.49%	39
2023 Q4	$462K	Buy	+17,692	New	+$450K	0.06%	291
2023 Q3	–	Sell	-7,958	Closed	-$209K	–	372
2023 Q2	$209K	Buy	+7,958	New	+$211K	0.1%	245

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

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

Atomi Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 6.3% in Q1 2026, selling an estimated $59.4K and leaving 33,339 shares worth $887K. The position accounts for 0.03% of the portfolio, ranked #475.

Atomi Financial Group first reported a position in SCHP in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.31M in Q1 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Atomi Financial Group held 33,339 shares of Schwab US TIPS ETF worth $887K as of Q1 2026.
Atomi Financial Group sold 2,228 Schwab US TIPS ETF shares in Q1 2026, an estimated $59.4K.
Schwab US TIPS ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #475 holding.
Atomi Financial Group first reported a position in Schwab US TIPS ETF in Q2 2023 and has held it in 11 quarters since.
Atomi Financial Group's Schwab US TIPS ETF position peaked at $5.31M in Q1 2024.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.