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

IRON Financial’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 		$5.15M Sell
193,500
-2,442
-1% -$65.2K 2.25% 12
2025
Q4 		$5.19M Sell
195,942
-17,382
-8% -$466K 2.39% 11
2025
Q3 		$5.75M Sell
213,324
-10,185
-5% -$273K 2.75% 10
2025
Q2 		$5.96M Sell
223,509
-6,158
-3% -$163K 3.09% 10
2025
Q1 		$6.18M Sell
229,667
-15,323
-6% -$403K 3.46% 9
2024
Q4 		$6.33M Sell
244,990
-22,350
-8% -$587K 3.56% 9
2024
Q3 		$7.17M Sell
267,340
-12,056
-4% -$318K 3.9% 9
2024
Q2 		$7.27M Sell
279,396
-4,734
-2% -$122K 4.07% 7
2024
Q1 		$7.41M Sell
284,130
-1,642
-0.6% -$42.6K 4.13% 7
2023
Q4 		$7.46M Sell
285,772
-11,528
-4% -$293K 4.23% 7
2023
Q3 		$7.51M Sell
297,300
-39,744
-12% -$1.02M 4.36% 7
2023
Q2 		$8.84M Sell
337,044
-10,430
-3% -$277K 4.74% 6
2023
Q1 		$9.31M Sell
347,474
-2,440
-0.7% -$64.2K 5.11% 4
2022
Q4 		$9.06M Sell
349,914
-13,464
-4% -$352K 5.2% 4
2022
Q3 		$9.41M Sell
363,378
-4,888
-1% -$136K 5.17% 4
2022
Q2 		$10.3M Sell
368,266
-20,392
-5% -$592K 5.38% 4
2022
Q1 		$11.8M Buy
388,658
+80,686
+26% +$2.47M 5.44% 5
2021
Q4 		$9.68M Buy
307,972
+4,188
+1% +$132K 4.32% 7
2021
Q3 		$9.51M Sell
303,784
-11,762
-4% -$371K 4.56% 6
2021
Q2 		$9.86M Buy
315,546
+26,460
+9% +$820K 4.61% 5
2021
Q1 		$8.84M Buy
+289,086
New +$8.91M 4.66% 6
2020
Q3 		– Sell
-129,606
Closed -$3.89M – 112
2020
Q2 		$3.89M Buy
+129,606
New +$3.84M 2% 17

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

IRON Financial's SCHP Position: Q1 2026 in Review

IRON Financial reduced its Schwab US TIPS ETF (SCHP) stake by 1.2% in Q1 2026, selling an estimated $65.2K and leaving 193,500 shares worth $5.15M. The position accounts for 2.25% of the portfolio, ranked #12.

IRON Financial first reported a position in SCHP in Q2 2020 and has held it in 22 quarters since. The position peaked at $11.8M in Q1 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • IRON Financial held 193,500 shares of Schwab US TIPS ETF worth $5.15M as of Q1 2026.
  • IRON Financial sold 2,442 Schwab US TIPS ETF shares in Q1 2026, an estimated $65.2K.
  • Schwab US TIPS ETF made up 2.25% of IRON Financial's portfolio in Q1 2026, its #12 holding.
  • IRON Financial first reported a position in Schwab US TIPS ETF in Q2 2020 and has held it in 22 quarters since.
  • IRON Financial's Schwab US TIPS ETF position peaked at $11.8M in Q1 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.