COMPASS FINANCIAL MANAGEMENT LLC’s Schwab US TIPS ETF SCHP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$609K	Buy	+22,966	New	+$613K	0.07%	245

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SCHP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 22,966 shares worth $609K. The stake represents 0.07% of the portfolio and ranks #245 among its holdings.

634 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 22,966 shares of Schwab US TIPS ETF worth $609K as of Q2 2026.
Schwab US TIPS ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Schwab US TIPS ETF made up 0.07% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #245 holding.
634 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.