Financial Architects (Georgia)’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Architects (Georgia)’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	$40.5M	Buy	1,521,680 +87,110	+6%	+$2.32M	21.36%	1
2025 Q4	$38M	Buy	1,434,570 +105,349	+8%	+$2.83M	20.44%	1
2025 Q3	$35.8M	Buy	1,329,221 +87,025	+7%	+$2.33M	20.36%	1
2025 Q2	$33.1M	Buy	1,242,196 +30,660	+3%	+$811K	20.13%	1
2025 Q1	$32.6M	Buy	1,211,536 +1,610	+0.1%	+$42.3K	20.79%	1
2024 Q4	$31.3M	Buy	1,209,926 +51,620	+4%	+$1.36M	20.02%	1
2024 Q3	$31.1M	Buy	1,158,306 +13,630	+1%	+$360K	20.02%	1
2024 Q2	$29.8M	Buy	1,144,676 +36,410	+3%	+$941K	20.24%	1
2024 Q1	$28.9M	Buy	1,108,266 +143,850	+15%	+$3.73M	20.01%	1
2023 Q4	$25.2M	Buy	+964,416	New	+$24.5M	19.83%	1

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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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 $1.47T 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

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return