FFA
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Founders Financial Alliance’s Schwab US TIPS ETF SCHP Stock Holding History

Founders Financial Alliance’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 		$23.6K Buy
886
+689
+350% +$18.4K ﹤0.01% 568
2025
Q4 		$5.22K Sell
197
-764
-80% -$20.5K ﹤0.01% 550
2025
Q3 		$25.9K Buy
961
+766
+393% +$20.5K ﹤0.01% 545
2025
Q2 		$5.21K Sell
195
-492
-72% -$13K ﹤0.01% 493
2025
Q1 		$29.4K Buy
687
+492
+252% +$12.9K 0.01% 475
2024
Q4 		$5.03K Buy
195
+1
+0.5% +$26 ﹤0.01% 522
2024
Q3 		$5.21K Hold
194
– – ﹤0.01% 526
2024
Q2 		$5.04K Hold
194
– – ﹤0.01% 510
2024
Q1 		$5.04K Buy
194
+56
+41% +$1.45K ﹤0.01% 517
2023
Q4 		$3.6K Hold
138
– – ﹤0.01% 471
2023
Q3 		$3.48K Hold
138
– – ﹤0.01% 454
2023
Q2 		$3.62K Hold
138
– – ﹤0.01% 482
2023
Q1 		$3.7K Hold
138
– – ﹤0.01% 434
2022
Q4 		$3.57K Hold
138
– – ﹤0.01% 456
2022
Q3 		$4K Hold
138
– – ﹤0.01% 449
2022
Q2 		$4K Hold
138
– – ﹤0.01% 470
2022
Q1 		$4K Hold
138
– – ﹤0.01% 417
2021
Q4 		$4K Hold
138
– – ﹤0.01% 458
2021
Q3 		$4K Hold
138
– – ﹤0.01% 431
2021
Q2 		$4K Sell
138
-66
-32% -$2.05K ﹤0.01% 452
2021
Q1 		$6K Buy
+204
New +$6.29K ﹤0.01% 426
2020
Q4 		– Sell
-138
Closed -$4K – 1090
2020
Q3 		$4K Buy
+138
New +$4.23K ﹤0.01% 1078

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

Founders Financial Alliance's SCHP Position: Q1 2026 in Review

Founders Financial Alliance increased its Schwab US TIPS ETF (SCHP) stake by 350% in Q1 2026, buying an estimated $18.4K and bringing the position to 886 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Founders Financial Alliance first reported a position in SCHP in Q3 2020 and has held it in 22 quarters since. The position peaked at $29.4K in Q1 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Founders Financial Alliance held 886 shares of Schwab US TIPS ETF worth $23.6K as of Q1 2026.
  • Founders Financial Alliance bought 689 Schwab US TIPS ETF shares in Q1 2026, an estimated $18.4K.
  • Schwab US TIPS ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #568 holding.
  • Founders Financial Alliance first reported a position in Schwab US TIPS ETF in Q3 2020 and has held it in 22 quarters since.
  • Founders Financial Alliance's Schwab US TIPS ETF position peaked at $29.4K in Q1 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.