Bragg Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Bragg Financial 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	$655K	Buy	24,621 +4,578	+23%	+$122K	0.02%	251
2025 Q4	$531K	Sell	20,043 -1,672	-8%	-$44.9K	0.02%	265
2025 Q3	$585K	Buy	21,715 +1,672	+8%	+$44.7K	0.02%	249
2025 Q2	$535K	Sell	20,043 -3,846	-16%	-$102K	0.02%	256
2025 Q1	$642K	Sell	23,889 -6,111	-20%	-$161K	0.03%	240
2024 Q4	$775K	Buy	+30,000	New	+$788K	0.03%	222

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

Bragg Financial Advisors's SCHP Position: Q1 2026 in Review

Bragg Financial Advisors increased its Schwab US TIPS ETF (SCHP) stake by 23% in Q1 2026, buying an estimated $122K and bringing the position to 24,621 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #251.

Bragg Financial Advisors first reported a position in SCHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $775K in Q4 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Bragg Financial Advisors held 24,621 shares of Schwab US TIPS ETF worth $655K as of Q1 2026.
Bragg Financial Advisors bought 4,578 Schwab US TIPS ETF shares in Q1 2026, an estimated $122K.
Schwab US TIPS ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q1 2026, its #251 holding.
Bragg Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
Bragg Financial Advisors's Schwab US TIPS ETF position peaked at $775K in Q4 2024.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.