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Financial Consulate’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Consulate’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 		$1.65K Sell
62
-1,000
-94% -$26.7K ﹤0.01% 1018
2025
Q4 		$28.1K Hold
1,062
– – ﹤0.01% 419
2025
Q3 		$28.6K Buy
+1,062
New +$28.4K ﹤0.01% 399
2019
Q2 		– Sell
-33,632
Closed -$925K – 107
2019
Q1 		$925K Buy
33,632
+100
+0.3% +$2.7K 0.42% 43
2018
Q4 		$893K Sell
33,532
-108
-0.3% -$2.87K 0.54% 43
2018
Q3 		$908K Buy
33,640
+1,296
+4% +$35.3K 0.52% 46
2018
Q2 		$888K Buy
32,344
+2,458
+8% +$67.1K 0.45% 46
2018
Q1 		$820K Buy
29,886
+4,718
+19% +$129K 0.43% 46
2017
Q4 		$698K Buy
25,168
+3,482
+16% +$96.3K 0.36% 52
2017
Q3 		$599K Buy
21,686
+2,316
+12% +$64.1K 0.33% 56
2017
Q2 		$533K Buy
19,370
+2,680
+16% +$74.3K 0.31% 57
2017
Q1 		$463K Buy
16,690
+532
+3% +$14.7K 0.3% 59
2016
Q4 		$443K Buy
16,158
+5,764
+55% +$161K 0.32% 54
2016
Q3 		$297K Buy
10,394
+288
+3% +$8.16K 0.26% 53
2016
Q2 		$285K Sell
10,106
-958
-9% -$26.6K 0.22% 57
2016
Q1 		$307K Buy
11,064
+1,514
+16% +$40.9K 0.21% 59
2015
Q4 		$254K Sell
9,550
-48
-0.5% -$1.29K 0.18% 59
2015
Q3 		$258K Sell
9,598
-1,614
-14% -$43.6K 0.22% 53
2015
Q2 		$304K Sell
11,212
-3,014
-21% -$82.4K 0.22% 50
2015
Q1 		$391K Sell
14,226
-26,496
-65% -$726K 0.33% 43
2014
Q4 		$1.1M Buy
+40,722
New +$1.11M 0.73% 31

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

Financial Consulate's SCHP Position: Q1 2026 in Review

Financial Consulate reduced its Schwab US TIPS ETF (SCHP) stake by 94% in Q1 2026, selling an estimated $26.7K and leaving 62 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Financial Consulate first reported a position in SCHP in Q4 2014 and has held it in 21 quarters since. The position peaked at $1.1M in Q4 2014. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Financial Consulate held 62 shares of Schwab US TIPS ETF worth $1.65K as of Q1 2026.
  • Financial Consulate sold 1,000 Schwab US TIPS ETF shares in Q1 2026, an estimated $26.7K.
  • Schwab US TIPS ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1018 holding.
  • Financial Consulate first reported a position in Schwab US TIPS ETF in Q4 2014 and has held it in 21 quarters since.
  • Financial Consulate's Schwab US TIPS ETF position peaked at $1.1M in Q4 2014.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.