Compass Financial Management’s Schwab US TIPS ETF SCHP Stock Holding History

Compass Financial Management’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

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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Compass Financial Management's SCHP Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Schwab US TIPS ETF made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #245 holding.
753 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.