DHJJ Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

DHJJ Financial 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	$487	Hold	18	–	–	﹤0.01%	900
2025 Q4	$485	Hold	18	–	–	﹤0.01%	856
2025 Q3	$493	Sell	18 -792	-98%	-$21.2K	﹤0.01%	825
2025 Q2	$21.6K	Buy	810 +748	+1,206%	+$19.8K	0.01%	462
2025 Q1	$1.68K	Hold	62	–	–	﹤0.01%	648
2024 Q4	$1.61K	Hold	62	–	–	﹤0.01%	628
2024 Q3	$1.68K	Hold	62	–	–	﹤0.01%	605
2024 Q2	$1.63K	Hold	62	–	–	﹤0.01%	566
2024 Q1	$1.63K	Hold	62	–	–	﹤0.01%	556
2023 Q4	$1.63K	Hold	62	–	–	﹤0.01%	552
2023 Q3	$1.58K	Buy	+62	New	+$1.6K	﹤0.01%	560

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

DHJJ Financial Advisors's SCHP Position: Q1 2026 in Review

DHJJ Financial Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 18 shares worth $487. The position accounts for ﹤0.01% of the portfolio, ranked #900.

DHJJ Financial Advisors first reported a position in SCHP in Q3 2023 and has held it in 11 quarters since. The position peaked at $21.6K in Q2 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

DHJJ Financial Advisors held 18 shares of Schwab US TIPS ETF worth $487 as of Q1 2026.
DHJJ Financial Advisors left its Schwab US TIPS ETF share count unchanged in Q1 2026.
Schwab US TIPS ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #900 holding.
DHJJ Financial Advisors first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Schwab US TIPS ETF position peaked at $21.6K in Q2 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.