Journey Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History

Journey Advisory Group’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	–	Sell	-28,390	Closed	-$752K	–	266
2025 Q4	$752K	Hold	28,390	–	–	0.06%	170
2025 Q3	$765K	Hold	28,390	–	–	0.06%	167
2025 Q2	$757K	Hold	28,390	–	–	0.06%	178
2025 Q1	$763K	Buy	28,390 +14,195	+100%	+$373K	0.06%	169
2024 Q4	$738K	Sell	14,195 -14,195	-50%	-$373K	0.09%	123
2024 Q3	$738K	Hold	28,390	–	–	0.09%	123
2024 Q2	$738K	Hold	28,390	–	–	0.09%	123
2024 Q1	$740K	Hold	28,390	–	–	0.09%	129
2023 Q4	$741K	Buy	28,390 +890	+3%	+$22.6K	0.1%	122
2023 Q3	$694K	Sell	27,500 -10,800	-28%	-$278K	0.1%	126
2023 Q2	$1M	Hold	38,300	–	–	0.15%	110
2023 Q1	$1.03M	Buy	38,300 +9,482	+33%	+$250K	0.16%	113
2022 Q4	$746K	Hold	28,818	–	–	0.19%	106
2022 Q3	$746K	Buy	+28,818	New	+$801K	0.19%	104

Other funds holding SCHP

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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 $1.56M AUM 25.68% 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

Journey Advisory Group's SCHP Position: Q1 2026 in Review

Journey Advisory Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 28,390 shares — an estimated $752K sold.

Journey Advisory Group first reported a position in SCHP in Q3 2022 and held it in 14 quarters. The position peaked at $1.03M in Q1 2023. 731 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Journey Advisory Group reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
Journey Advisory Group sold 28,390 Schwab US TIPS ETF shares in Q1 2026, an estimated $752K.
Journey Advisory Group first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 14 quarters.
Journey Advisory Group's Schwab US TIPS ETF position peaked at $1.03M in Q1 2023.
731 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.