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

Cahill 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 		$954K Sell
35,863
-8,946
-20% -$239K 0.1% 134
2025
Q4 		$1.19M Sell
44,809
-1,635
-4% -$43.9K 0.13% 111
2025
Q3 		$1.25M Sell
46,444
-768
-2% -$20.6K 0.14% 105
2025
Q2 		$1.26M Sell
47,212
-3,736
-7% -$98.9K 0.16% 98
2025
Q1 		$1.37M Sell
50,948
-7,275
-12% -$191K 0.19% 89
2024
Q4 		$1.5M Sell
58,223
-6,593
-10% -$173K 0.2% 84
2024
Q3 		$1.74M Buy
64,816
+536
+0.8% +$14.2K 0.24% 75
2024
Q2 		$1.67M Sell
64,280
-5,062
-7% -$131K 0.23% 85
2024
Q1 		$1.81M Sell
69,342
-2,998
-4% -$77.8K 0.25% 79
2023
Q4 		$1.89M Sell
72,340
-2,596
-3% -$66K 0.28% 72
2023
Q3 		$1.89M Buy
74,936
+1,298
+2% +$33.5K 0.31% 66
2023
Q2 		$1.93M Buy
73,638
+57,112
+346% +$1.51M 0.31% 67
2023
Q1 		$443K Buy
16,526
+16
+0.1% +$421 0.08% 161
2022
Q4 		$428K Sell
16,510
-8,782
-35% -$230K 0.08% 159
2022
Q3 		$655K Sell
25,292
-2,970
-11% -$82.6K 0.14% 135
2022
Q2 		$789K Buy
28,262
+44
+0.2% +$1.28K 0.17% 120
2022
Q1 		$857K Buy
28,218
+6,008
+27% +$184K 0.16% 126
2021
Q4 		$698K Buy
22,210
+22,184
+85,323% +$699K 0.13% 137
2021
Q3 		$1K Buy
+26
New +$820 ﹤0.01% 836

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

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

Cahill Financial Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 20% in Q1 2026, selling an estimated $239K and leaving 35,863 shares worth $954K. The position accounts for 0.1% of the portfolio, ranked #134.

Cahill Financial Advisors first reported a position in SCHP in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.93M in Q2 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Cahill Financial Advisors held 35,863 shares of Schwab US TIPS ETF worth $954K as of Q1 2026.
  • Cahill Financial Advisors sold 8,946 Schwab US TIPS ETF shares in Q1 2026, an estimated $239K.
  • Schwab US TIPS ETF made up 0.1% of Cahill Financial Advisors's portfolio in Q1 2026, its #134 holding.
  • Cahill Financial Advisors first reported a position in Schwab US TIPS ETF in Q3 2021 and has held it in 19 quarters since.
  • Cahill Financial Advisors's Schwab US TIPS ETF position peaked at $1.93M in Q2 2023.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

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