Compass Ion Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Compass Ion Advisors’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	$266K	Buy	+10,013	New	+$267K	0.03%	235

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

Compass Ion Advisors's SCHP Position: Q1 2026 in Review

Compass Ion Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2026: 10,013 shares worth $266K. The stake represents 0.03% of the portfolio and ranks #235 among its holdings.

729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Compass Ion Advisors held 10,013 shares of Schwab US TIPS ETF worth $266K as of Q1 2026.
Schwab US TIPS ETF was a new Compass Ion Advisors position in Q1 2026.
Schwab US TIPS ETF made up 0.03% of Compass Ion Advisors's portfolio in Q1 2026, its #235 holding.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.