Golden Bell Financial Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Golden Bell Financial Planning’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	$10.7M	Buy	401,701 +22,537	+6%	+$601K	8.52%	3
2025 Q4	$10M	Buy	379,164 +15,123	+4%	+$406K	8.36%	3
2025 Q3	$9.81M	Buy	364,041 +28,564	+9%	+$764K	8.53%	3
2025 Q2	$8.95M	Sell	335,477 -3,474	-1%	-$91.9K	8.43%	3
2025 Q1	$9.11M	Buy	338,951 +4,931	+1%	+$130K	8.85%	3
2024 Q4	$8.63M	Buy	+334,020	New	+$8.78M	8.67%	3

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Golden Bell Financial Planning's SCHP Position: Q1 2026 in Review

Golden Bell Financial Planning increased its Schwab US TIPS ETF (SCHP) stake by 5.9% in Q1 2026, buying an estimated $601K and bringing the position to 401,701 shares worth $10.7M. The position accounts for 8.52% of the portfolio, ranked #3.

Golden Bell Financial Planning first reported a position in SCHP in Q4 2024 and has held it in 6 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Golden Bell Financial Planning held 401,701 shares of Schwab US TIPS ETF worth $10.7M as of Q1 2026.
Golden Bell Financial Planning bought 22,537 Schwab US TIPS ETF shares in Q1 2026, an estimated $601K.
Schwab US TIPS ETF made up 8.52% of Golden Bell Financial Planning's portfolio in Q1 2026, its #3 holding.
Golden Bell Financial Planning first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.