Kingdom Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Kingdom Financial 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	$1.86M	Buy	70,060 +69,974	+81,365%	+$1.87M	0.53%	21
2025 Q4	$2.29K	Buy	+86	New	+$2.31K	﹤0.01%	572
2025 Q1	–	Sell	-16,323	Closed	-$422K	–	50
2024 Q4	$422K	Buy	16,323 +7,585	+87%	+$199K	0.29%	31
2024 Q3	$234K	Sell	8,738 -1,618	-16%	-$42.7K	0.18%	45
2024 Q2	$269K	Sell	10,356 -8,666	-46%	-$224K	0.18%	42
2024 Q1	$496K	Buy	+19,022	New	+$493K	0.35%	30
2023 Q4	–	Sell	-13,274	Closed	-$335K	–	82
2023 Q3	$335K	Buy	+13,274	New	+$342K	0.32%	48

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

Kingdom Financial Group's SCHP Position: Q1 2026 in Review

Kingdom Financial Group increased its Schwab US TIPS ETF (SCHP) stake by 81,365% in Q1 2026, buying an estimated $1.87M and bringing the position to 70,060 shares worth $1.86M. The position accounts for 0.53% of the portfolio, ranked #21.

Kingdom Financial Group first reported a position in SCHP in Q3 2023 and has held it in 7 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Kingdom Financial Group held 70,060 shares of Schwab US TIPS ETF worth $1.86M as of Q1 2026.
Kingdom Financial Group bought 69,974 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.87M.
Schwab US TIPS ETF made up 0.53% of Kingdom Financial Group's portfolio in Q1 2026, its #21 holding.
Kingdom Financial Group first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 7 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.