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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
Q2 		$294K Buy
11,102
+1,171
+12% +$31.2K 0.15% 99
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 $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Carter Financial Group's SCHP Position: Q2 2026 in Review

Carter Financial Group increased its Schwab US TIPS ETF (SCHP) stake by 12% in Q2 2026, buying an estimated $31.2K and bringing the position to 11,102 shares worth $294K. The position accounts for 0.15% of the portfolio, ranked #99.

Carter Financial Group first reported a position in SCHP in Q1 2022 and has held it in 6 quarters since. The position peaked at $499K in Q1 2022. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Carter Financial Group held 11,102 shares of Schwab US TIPS ETF worth $294K as of Q2 2026.
  • Carter Financial Group bought 1,171 Schwab US TIPS ETF shares in Q2 2026, an estimated $31.2K.
  • Schwab US TIPS ETF made up 0.15% of Carter Financial Group's portfolio in Q2 2026, its #99 holding.
  • Carter Financial Group first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 6 quarters since.
  • Carter Financial Group's Schwab US TIPS ETF position peaked at $499K in Q1 2022.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.