FWI
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Facet Wealth Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Facet Wealth Inc’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 		$652K Buy
24,504
+13,623
+125% +$363K 0.01% 143
2025
Q4 		$290K Buy
+10,881
New +$292K 0.01% 225
2025
Q1 		– Sell
-8,116
Closed -$213K – 146
2024
Q4 		$213K Buy
+8,116
New +$213K 0.01% 139
2024
Q3 		– Sell
-12,800
Closed -$335K – 150
2024
Q2 		$335K Buy
+12,800
New +$331K 0.01% 101

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

Facet Wealth Inc's SCHP Position: Q1 2026 in Review

Facet Wealth Inc increased its Schwab US TIPS ETF (SCHP) stake by 125% in Q1 2026, buying an estimated $363K and bringing the position to 24,504 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #143.

Facet Wealth Inc first reported a position in SCHP in Q2 2024 and has held it in 4 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Facet Wealth Inc held 24,504 shares of Schwab US TIPS ETF worth $652K as of Q1 2026.
  • Facet Wealth Inc bought 13,623 Schwab US TIPS ETF shares in Q1 2026, an estimated $363K.
  • Schwab US TIPS ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #143 holding.
  • Facet Wealth Inc first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 4 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.