D.J. St. Germain’s Schwab US TIPS ETF SCHP Stock Holding History

D.J. St. Germain’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	–	Hold	0	–	–	–	900
2025 Q4	–	Hold	0	–	–	–	923
2025 Q3	–	Sell	-1	Closed	-$27	–	898
2025 Q2	$32	Sell	1 -688	-100%	-$18.2K	﹤0.01%	868
2025 Q1	$18.5K	Buy	689 +688	+68,800%	+$18.1K	﹤0.01%	510
2024 Q4	$31	Sell	1 -1	-50%	-$26	﹤0.01%	821
2024 Q3	$63	Hold	2	–	–	﹤0.01%	758
2024 Q2	$61	Hold	2	–	–	﹤0.01%	760
2024 Q1	$60	Buy	+2	New	+$52	﹤0.01%	770

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

D.J. St. Germain's SCHP Position: Q1 2026 in Review

D.J. St. Germain held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #900.

D.J. St. Germain first reported a position in SCHP in Q1 2024 and has held it in 6 quarters since. The position peaked at $18.5K in Q1 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

D.J. St. Germain held 0 shares of Schwab US TIPS ETF worth $5 as of Q1 2026.
D.J. St. Germain left its Schwab US TIPS ETF share count unchanged in Q1 2026.
Schwab US TIPS ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q1 2026, its #900 holding.
D.J. St. Germain first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 6 quarters since.
D.J. St. Germain's Schwab US TIPS ETF position peaked at $18.5K in Q1 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.