CFS
SCHP icon

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

Compass Financial Services’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
2025
Q4 		– Sell
-7
Closed -$189 – 322
2025
Q3 		$189 Buy
+7
New +$187 ﹤0.01% 316

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Compass Financial Services's SCHP Position: Q4 2025 in Review

Compass Financial Services sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 7 shares — an estimated $189 sold.

Compass Financial Services first reported a position in SCHP in Q3 2025 and held it in 1 quarter. The position peaked at $189 in Q3 2025. 716 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Compass Financial Services reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 7 Schwab US TIPS ETF shares in Q4 2025, an estimated $189.
  • Compass Financial Services first reported a position in Schwab US TIPS ETF in Q3 2025 and held it in 1 quarter.
  • Compass Financial Services's Schwab US TIPS ETF position peaked at $189 in Q3 2025.
  • 716 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Compass Financial Services's 13F filing for Q4 2025, filed 27 Feb 2026.