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

Fiducient 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	$2.23M	Sell	83,826 -59,731	-42%	-$1.59M	0.29%	50
2025 Q4	$3.8M	Buy	143,557 +66,790	+87%	+$1.79M	0.47%	45
2025 Q3	$2.07M	Buy	76,767 +112	+0.1%	+$3K	0.24%	51
2025 Q2	$2.05M	Buy	76,655 +62,796	+453%	+$1.66M	0.25%	52
2025 Q1	$373K	Buy	+13,859	New	+$364K	0.05%	111
2024 Q1	–	Sell	-8,900	Closed	-$232K	–	144
2023 Q4	$232K	Sell	8,900 -3,700	-29%	-$94.1K	0.04%	109
2023 Q3	$318K	Buy	+12,600	New	+$325K	0.02%	87
2021 Q1	–	Sell	-8,596	Closed	-$267K	–	86
2020 Q4	$267K	Buy	8,596 +22	+0.3%	+$676	0.1%	63
2020 Q3	$264K	Buy	8,574 +1,254	+17%	+$38.4K	0.15%	20
2020 Q2	$220K	Sell	7,320 -1,608	-18%	-$47.6K	0.13%	18
2020 Q1	$257K	Buy	8,928 +1,090	+14%	+$31.2K	0.15%	20
2019 Q4	$222K	Buy	7,838 +252	+3%	+$7.14K	0.12%	21
2019 Q3	$215K	Buy	+7,586	New	+$215K	0.12%	19

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

Fiducient Advisors's SCHP Position: Q1 2026 in Review

Fiducient Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 42% in Q1 2026, selling an estimated $1.59M and leaving 83,826 shares worth $2.23M. The position accounts for 0.29% of the portfolio, ranked #50.

Fiducient Advisors first reported a position in SCHP in Q3 2019 and has held it in 13 quarters since. The position peaked at $3.8M in Q4 2025. 730 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Fiducient Advisors held 83,826 shares of Schwab US TIPS ETF worth $2.23M as of Q1 2026.
Fiducient Advisors sold 59,731 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.59M.
Schwab US TIPS ETF made up 0.29% of Fiducient Advisors's portfolio in Q1 2026, its #50 holding.
Fiducient Advisors first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 13 quarters since.
Fiducient Advisors's Schwab US TIPS ETF position peaked at $3.8M in Q4 2025.
730 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.