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

Keener 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	$531K	Buy	+19,980	New	+$533K	0.22%	29
2025 Q4	–	Sell	-156	Closed	-$4K	–	176
2025 Q3	$4K	Hold	156	–	–	﹤0.01%	190
2025 Q2	$4K	Sell	156 -172	-52%	-$4.55K	﹤0.01%	192
2025 Q1	$8K	Sell	328 -316	-49%	-$8.31K	0.01%	135
2024 Q4	$16K	Buy	644 +316	+96%	+$8.3K	0.01%	120
2024 Q3	$8K	Sell	328 -156	-32%	-$4.12K	0.01%	145
2024 Q2	$12K	Hold	484	–	–	0.01%	131
2024 Q1	$13K	Hold	484	–	–	0.01%	146
2023 Q4	$13K	Buy	+484	New	+$12.3K	0.01%	132

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

Keener Financial Planning's SCHP Position: Q1 2026 in Review

Keener Financial Planning opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2026: 19,980 shares worth $531K. The stake represents 0.22% of the portfolio and ranks #29 among its holdings. This is a return to the name: Keener Financial Planning previously reported a position in SCHP as recently as Q3 2025.

Keener Financial Planning first reported a position in SCHP in Q4 2023 and has held it in 9 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Keener Financial Planning held 19,980 shares of Schwab US TIPS ETF worth $531K as of Q1 2026.
Schwab US TIPS ETF was a new Keener Financial Planning position in Q1 2026.
Schwab US TIPS ETF made up 0.22% of Keener Financial Planning's portfolio in Q1 2026, its #29 holding.
Keener Financial Planning first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 9 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.