CFD
SCHP icon

Creative Financial Designs’s Schwab US TIPS ETF SCHP Stock Holding History

Creative Financial Designs’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 		$1.15M Sell
43,141
-2,385
-5% -$63.6K 0.07% 216
2025
Q4 		$1.21M Buy
45,526
+1,362
+3% +$36.5K 0.08% 210
2025
Q3 		$1.19M Buy
44,164
+8,284
+23% +$222K 0.08% 209
2025
Q2 		$957K Sell
35,880
-16,449
-31% -$435K 0.07% 225
2025
Q1 		$1.41M Buy
52,329
+1,473
+3% +$38.7K 0.11% 151
2024
Q4 		$1.31M Sell
50,856
-3,322
-6% -$87.3K 0.11% 161
2024
Q3 		$1.45M Sell
54,178
-12,356
-19% -$326K 0.12% 153
2024
Q2 		$1.73M Sell
66,534
-4,450
-6% -$115K 0.15% 124
2024
Q1 		$1.85M Sell
70,984
-40,600
-36% -$1.05M 0.18% 113
2023
Q4 		$2.91M Sell
111,584
-21,728
-16% -$553K 0.3% 73
2023
Q3 		$3.37M Sell
133,312
-14,556
-10% -$375K 0.39% 58
2023
Q2 		$3.88M Sell
147,868
-5,774
-4% -$153K 0.46% 50
2023
Q1 		$4.12M Sell
153,642
-286,816
-65% -$7.55M 0.54% 41
2022
Q4 		$11.4M Buy
440,458
+27,586
+7% +$722K 1.68% 10
2022
Q3 		$10.7M Sell
412,872
-361,446
-47% -$10M 1.75% 11
2022
Q2 		$21.6M Buy
774,318
+116,366
+18% +$3.38M 3.55% 2
2022
Q1 		$20M Buy
657,952
+121,438
+23% +$3.72M 3.04% 1
2021
Q4 		$16.9M Buy
536,514
+88,800
+20% +$2.8M 2.54% 3
2021
Q3 		$14M Buy
447,714
+120,124
+37% +$3.79M 2.32% 4
2021
Q2 		$10.2M Buy
327,590
+318,080
+3,345% +$9.86M 1.78% 14
2021
Q1 		$291K Buy
9,510
+3,814
+67% +$117K 0.06% 228
2020
Q4 		$177K Buy
5,696
+1,754
+44% +$53.9K 0.04% 276
2020
Q3 		$121K Hold
3,942
– – 0.03% 305
2020
Q2 		$118K Buy
+3,942
New +$117K 0.04% 258
2020
Q1 		– Sell
-2,806
Closed -$80K – 579
2019
Q4 		$80K Sell
2,806
-646
-19% -$18.3K 0.04% 211
2019
Q3 		$98K Buy
3,452
+2
+0.1% +$57 0.05% 181
2019
Q2 		$97K Sell
3,450
-246
-7% -$6.81K 0.05% 178
2019
Q1 		$102K Sell
3,696
-5,844
-61% -$158K 0.06% 165
2018
Q4 		$254K Sell
9,540
-512
-5% -$13.6K 0.18% 93
2018
Q3 		$271K Buy
10,052
+398
+4% +$10.8K 0.16% 101
2018
Q2 		$265K Sell
9,654
-88
-0.9% -$2.4K 0.16% 107
2018
Q1 		$267K Sell
9,742
-3,978
-29% -$109K 0.17% 101
2017
Q4 		$380K Sell
13,720
-4,652
-25% -$129K 0.26% 84
2017
Q3 		$508K Buy
18,372
+472
+3% +$13.1K 0.29% 80
2017
Q2 		$493K Buy
17,900
+3,102
+21% +$86K 0.32% 78
2017
Q1 		$411K Buy
14,798
+4,886
+49% +$135K 0.3% 86
2016
Q4 		$271K Buy
+9,912
New +$276K 0.22% 95

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Creative Financial Designs's SCHP Position: Q1 2026 in Review

Creative Financial Designs reduced its Schwab US TIPS ETF (SCHP) stake by 5.2% in Q1 2026, selling an estimated $63.6K and leaving 43,141 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #216.

Creative Financial Designs first reported a position in SCHP in Q4 2016 and has held it in 37 quarters since. The position peaked at $21.6M in Q2 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Creative Financial Designs held 43,141 shares of Schwab US TIPS ETF worth $1.15M as of Q1 2026.
  • Creative Financial Designs sold 2,385 Schwab US TIPS ETF shares in Q1 2026, an estimated $63.6K.
  • Schwab US TIPS ETF made up 0.07% of Creative Financial Designs's portfolio in Q1 2026, its #216 holding.
  • Creative Financial Designs first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 37 quarters since.
  • Creative Financial Designs's Schwab US TIPS ETF position peaked at $21.6M in Q2 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.