Center for Financial Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Center for Financial Planning’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	–	Sell	-10	Closed	-$265	–	712
2025 Q4	$265	Buy	+10	New	+$268	﹤0.01%	660
2025 Q2	–	Sell	-1,397	Closed	-$37.6K	–	707
2025 Q1	$37.6K	Buy	+1,397	New	+$36.7K	﹤0.01%	312
2023 Q3	–	Sell	-30	Closed	-$787	–	567
2023 Q2	$787	Hold	30	–	–	﹤0.01%	529
2023 Q1	$805	Hold	30	–	–	﹤0.01%	487
2022 Q4	$777	Sell	30 -46	-61%	-$1.2K	﹤0.01%	491
2022 Q3	$2K	Buy	76 +46	+153%	+$1.28K	﹤0.01%	551
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	512
2022 Q1	$1K	Buy	+30	New	+$920	﹤0.01%	521

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

Center for Financial Planning's SCHP Position: Q1 2026 in Review

Center for Financial Planning sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 10 shares — an estimated $265 sold.

Center for Financial Planning first reported a position in SCHP in Q1 2022 and held it in 8 quarters. The position peaked at $37.6K in Q1 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Center for Financial Planning reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 10 Schwab US TIPS ETF shares in Q1 2026, an estimated $265.
Center for Financial Planning first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 8 quarters.
Center for Financial Planning's Schwab US TIPS ETF position peaked at $37.6K in Q1 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.