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

Carter 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 		$264K Sell
9,931
-261
-3% -$6.96K 0.16% 98
2025
Q4 		$270K Buy
10,192
+319
+3% +$8.56K 0.16% 96
2025
Q3 		$266K Sell
9,873
-4,139
-30% -$111K 0.16% 94
2025
Q2 		$374K Buy
+14,012
New +$371K 0.24% 69
2022
Q1 		$499K Buy
+16,424
New +$504K 0.67% 21

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

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

Carter Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 2.6% in Q1 2026, selling an estimated $6.96K and leaving 9,931 shares worth $264K. The position accounts for 0.16% of the portfolio, ranked #98.

Carter Financial Group first reported a position in SCHP in Q1 2022 and has held it in 5 quarters since. The position peaked at $499K in Q1 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Carter Financial Group held 9,931 shares of Schwab US TIPS ETF worth $264K as of Q1 2026.
  • Carter Financial Group sold 261 Schwab US TIPS ETF shares in Q1 2026, an estimated $6.96K.
  • Schwab US TIPS ETF made up 0.16% of Carter Financial Group's portfolio in Q1 2026, its #98 holding.
  • Carter Financial Group first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 5 quarters since.
  • Carter Financial Group's Schwab US TIPS ETF position peaked at $499K in Q1 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.