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Geometric Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Geometric Wealth 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 		$447K Buy
16,811
+2,587
+18% +$69K 0.06% 58
2025
Q4 		$377K Buy
14,224
+5,231
+58% +$140K 0.05% 64
2025
Q3 		$242K Buy
+8,993
New +$241K 0.03% 77

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

Geometric Wealth Advisors's SCHP Position: Q1 2026 in Review

Geometric Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 18% in Q1 2026, buying an estimated $69K and bringing the position to 16,811 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #58.

Geometric Wealth Advisors first reported a position in SCHP in Q3 2025 and has held it in 3 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Geometric Wealth Advisors held 16,811 shares of Schwab US TIPS ETF worth $447K as of Q1 2026.
  • Geometric Wealth Advisors bought 2,587 Schwab US TIPS ETF shares in Q1 2026, an estimated $69K.
  • Schwab US TIPS ETF made up 0.06% of Geometric Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Geometric Wealth Advisors first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 3 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Geometric Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.