Comprehensive Money Management Services’s Schwab US TIPS ETF SCHP Stock Holding History

Comprehensive Money Management 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
2026 Q1	$1.93M	Buy	72,567 +1,560	+2%	+$41.6K	1.27%	14
2025 Q4	$1.88M	Buy	71,007 +740	+1%	+$19.9K	1.3%	13
2025 Q3	$1.89M	Buy	70,267 +2,245	+3%	+$60.1K	1.34%	12
2025 Q2	$1.81M	Buy	68,022 +8,270	+14%	+$219K	1.38%	14
2025 Q1	$1.61M	Buy	59,752 +4,000	+7%	+$105K	1.3%	14
2024 Q4	$1.44M	Buy	+55,752	New	+$1.47M	1.19%	18

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

Comprehensive Money Management Services's SCHP Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Schwab US TIPS ETF (SCHP) stake by 2.2% in Q1 2026, buying an estimated $41.6K and bringing the position to 72,567 shares worth $1.93M. The position accounts for 1.27% of the portfolio, ranked #14.

Comprehensive Money Management Services first reported a position in SCHP in Q4 2024 and has held it in 6 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Comprehensive Money Management Services held 72,567 shares of Schwab US TIPS ETF worth $1.93M as of Q1 2026.
Comprehensive Money Management Services bought 1,560 Schwab US TIPS ETF shares in Q1 2026, an estimated $41.6K.
Schwab US TIPS ETF made up 1.27% of Comprehensive Money Management Services's portfolio in Q1 2026, its #14 holding.
Comprehensive Money Management Services first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.