Fermata Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Fermata 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 Q3	$696K	Buy	+27,694	New	+$717K	0.13%	139

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Fermata Advisors's SCHP Position: Q3 2026 in Review

Fermata Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2026: 27,694 shares worth $696K. The stake represents 0.13% of the portfolio and ranks #139 among its holdings.

692 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Fermata Advisors held 27,694 shares of Schwab US TIPS ETF worth $696K as of Q3 2026.
Schwab US TIPS ETF was a new Fermata Advisors position in Q3 2026.
Schwab US TIPS ETF made up 0.13% of Fermata Advisors's portfolio in Q3 2026, its #139 holding.
692 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.