Ethos Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Ethos Financial Group’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	$1.92M	Sell	72,056 -2,700	-4%	-$72K	0.14%	137
2025 Q4	$1.98M	Buy	74,756 +16,777	+29%	+$450K	0.15%	137
2025 Q3	$1.56M	Sell	57,979 -5,686	-9%	-$152K	0.12%	140
2025 Q2	$1.7M	Sell	63,665 -5,026	-7%	-$133K	0.15%	132
2025 Q1	$1.82M	Sell	68,691 -119,340	-63%	-$3.14M	0.17%	119
2024 Q4	$4.86M	Buy	188,031 +168,029	+840%	+$4.42M	0.63%	47
2024 Q3	$536K	Sell	20,002 -13,206	-40%	-$349K	0.09%	127
2024 Q2	$864K	Sell	33,208 -5,128	-13%	-$133K	0.15%	85
2024 Q1	$1M	Sell	38,336 -74,922	-66%	-$1.94M	0.19%	76
2023 Q4	$2.96M	Sell	113,258 -102,402	-47%	-$2.6M	0.63%	42
2023 Q3	$5.7M	Buy	+215,660	New	+$5.56M	1.47%	28

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

Ethos Financial Group's SCHP Position: Q1 2026 in Review

Ethos Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 3.6% in Q1 2026, selling an estimated $72K and leaving 72,056 shares worth $1.92M. The position accounts for 0.14% of the portfolio, ranked #137.

Ethos Financial Group first reported a position in SCHP in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.7M in Q3 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Ethos Financial Group held 72,056 shares of Schwab US TIPS ETF worth $1.92M as of Q1 2026.
Ethos Financial Group sold 2,700 Schwab US TIPS ETF shares in Q1 2026, an estimated $72K.
Schwab US TIPS ETF made up 0.14% of Ethos Financial Group's portfolio in Q1 2026, its #137 holding.
Ethos Financial Group first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 11 quarters since.
Ethos Financial Group's Schwab US TIPS ETF position peaked at $5.7M in Q3 2023.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.