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Fi3 Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Fi3 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 		$12.8M Buy
480,724
+106,940
+29% +$2.85M 3.69% 7
2025
Q4 		$9.9M Buy
373,784
+31
+0% +$832 3.03% 7
2025
Q3 		$10.1M Buy
373,753
+39,782
+12% +$1.06M 3.41% 6
2025
Q2 		$8.91M Buy
333,971
+33,854
+11% +$896K 3.21% 6
2025
Q1 		$8.07M Buy
300,117
+66,142
+28% +$1.74M 3.28% 7
2024
Q4 		$6.04M Sell
233,975
-18,475
-7% -$486K 2.26% 9
2024
Q3 		$6.77M Buy
252,450
+11,732
+5% +$310K 2.69% 9
2024
Q2 		$6.26M Buy
240,718
+5,560
+2% +$144K 2.76% 9
2024
Q1 		$6.06M Buy
235,158
+26,470
+13% +$687K 2.79% 9
2023
Q4 		$5.45M Sell
208,688
-95,818
-31% -$2.44M 2.6% 9
2023
Q3 		$7.69M Buy
304,506
+27,610
+10% +$712K 4.13% 7
2023
Q2 		$7.26M Buy
276,896
+262,150
+1,778% +$6.95M 3.8% 8
2023
Q1 		$395K Buy
+14,746
New +$388K 0.21% 44

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

Fi3 Financial Advisors's SCHP Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Schwab US TIPS ETF (SCHP) stake by 29% in Q1 2026, buying an estimated $2.85M and bringing the position to 480,724 shares worth $12.8M. The position accounts for 3.69% of the portfolio, ranked #7.

Fi3 Financial Advisors first reported a position in SCHP in Q1 2023 and has held it in 13 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Fi3 Financial Advisors held 480,724 shares of Schwab US TIPS ETF worth $12.8M as of Q1 2026.
  • Fi3 Financial Advisors bought 106,940 Schwab US TIPS ETF shares in Q1 2026, an estimated $2.85M.
  • Schwab US TIPS ETF made up 3.69% of Fi3 Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • Fi3 Financial Advisors first reported a position in Schwab US TIPS ETF in Q1 2023 and has held it in 13 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.