Caitlin John’s Schwab US TIPS ETF SCHP Stock Holding History

Caitlin John’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	$88.6K	Sell	3,330 -192	-5%	-$5.12K	0.05%	237
2025 Q4	$93.3K	Hold	3,522	–	–	0.06%	233
2025 Q3	$94.9K	Buy	+3,522	New	+$94.3K	0.07%	189
2025 Q1	–	Sell	-5,432	Closed	-$140K	–	655
2024 Q4	$140K	Sell	5,432 -5,432	-50%	-$143K	0.09%	154
2024 Q3	$142K	Buy	10,864 +5,432	+100%	+$143K	0.09%	157
2024 Q2	$141K	Sell	5,432 -114	-2%	-$2.95K	0.1%	143
2024 Q1	$145K	Sell	5,546 -706	-11%	-$18.3K	0.11%	134
2023 Q4	$163K	Buy	+6,252	New	+$159K	0.13%	118

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

Caitlin John's SCHP Position: Q1 2026 in Review

Caitlin John reduced its Schwab US TIPS ETF (SCHP) stake by 5.5% in Q1 2026, selling an estimated $5.12K and leaving 3,330 shares worth $88.6K. The position accounts for 0.05% of the portfolio, ranked #237.

Caitlin John first reported a position in SCHP in Q4 2023 and has held it in 8 quarters since. The position peaked at $163K in Q4 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Caitlin John held 3,330 shares of Schwab US TIPS ETF worth $88.6K as of Q1 2026.
Caitlin John sold 192 Schwab US TIPS ETF shares in Q1 2026, an estimated $5.12K.
Schwab US TIPS ETF made up 0.05% of Caitlin John's portfolio in Q1 2026, its #237 holding.
Caitlin John first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Schwab US TIPS ETF position peaked at $163K in Q4 2023.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.