FBB
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Fulton Breakefield Broenniman’s Schwab US TIPS ETF SCHP Stock Holding History

Fulton Breakefield Broenniman’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 		$1.58M Hold
59,494
– – 0.1% 79
2025
Q4 		$1.58M Sell
59,494
-4,064
-6% -$109K 0.1% 79
2025
Q3 		$1.71M Sell
63,558
-1,870
-3% -$50K 0.11% 78
2025
Q2 		$1.75M Sell
65,428
-260
-0.4% -$6.88K 0.12% 79
2025
Q1 		$1.77M Sell
65,688
-288
-0.4% -$7.57K 0.13% 76
2024
Q4 		$1.7M Sell
65,976
-1,224
-2% -$32.2K 0.12% 79
2024
Q3 		$1.8M Sell
67,200
-320
-0.5% -$8.45K 0.13% 80
2024
Q2 		$1.76M Sell
67,520
-8,120
-11% -$210K 0.13% 78
2024
Q1 		$1.97M Sell
75,640
-9,134
-11% -$237K 0.15% 68
2023
Q4 		$2.21M Sell
84,774
-8,872
-9% -$226K 0.18% 64
2023
Q3 		$2.36M Sell
93,646
-2,812
-3% -$72.5K 0.21% 67
2023
Q2 		$2.53M Sell
96,458
-2,482
-3% -$65.8K 0.21% 65
2023
Q1 		$2.65M Sell
98,940
-3,902
-4% -$103K 0.23% 67
2022
Q4 		$2.66M Sell
102,842
-8,188
-7% -$214K 0.24% 67
2022
Q3 		$2.88M Buy
111,030
+358
+0.3% +$9.95K 0.27% 66
2022
Q2 		$3.09M Buy
110,672
+1,360
+1% +$39.5K 0.27% 68
2022
Q1 		$3.32M Buy
109,312
+372
+0.3% +$11.4K 0.29% 65
2021
Q4 		$3.43M Buy
+108,940
New +$3.43M 0.25% 70

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

Fulton Breakefield Broenniman's SCHP Position: Q1 2026 in Review

Fulton Breakefield Broenniman held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 59,494 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #79.

Fulton Breakefield Broenniman first reported a position in SCHP in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.43M in Q4 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Fulton Breakefield Broenniman held 59,494 shares of Schwab US TIPS ETF worth $1.58M as of Q1 2026.
  • Fulton Breakefield Broenniman left its Schwab US TIPS ETF share count unchanged in Q1 2026.
  • Schwab US TIPS ETF made up 0.1% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #79 holding.
  • Fulton Breakefield Broenniman first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 18 quarters since.
  • Fulton Breakefield Broenniman's Schwab US TIPS ETF position peaked at $3.43M in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.