Larson Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $211K | Sell |
7,932
-823
| -9% | -$22K | 0.01% | 700 |
|
|
2025
Q4 | $232K | Sell |
8,755
-544
| -6% | -$14.6K | 0.01% | 660 |
|
|
2025
Q3 | $251K | Sell |
9,299
-2,041
| -18% | -$54.6K | 0.01% | 639 |
|
|
2025
Q2 | $303K | Buy |
11,340
+2,186
| +24% | +$57.8K | 0.01% | 567 |
|
|
2025
Q1 | $246K | Buy |
9,154
+172
| +2% | +$4.52K | 0.01% | 581 |
|
|
2024
Q4 | $232K | Buy |
8,982
+1,184
| +15% | +$31.1K | 0.01% | 533 |
|
|
2024
Q3 | $209K | Sell |
7,798
-3,580
| -31% | -$94.6K | 0.01% | 567 |
|
|
2024
Q2 | $296K | Buy |
11,378
+4,990
| +78% | +$129K | 0.02% | 366 |
|
|
2024
Q1 | $167K | Buy |
6,388
+32
| +0.5% | +$830 | 0.01% | 451 |
|
|
2023
Q4 | $166K | Buy |
6,356
+1,220
| +24% | +$31K | 0.01% | 391 |
|
|
2023
Q3 | $130K | Sell |
5,136
-4,716
| -48% | -$122K | 0.01% | 407 |
|
|
2023
Q2 | $258K | Sell |
9,852
-368
| -4% | -$9.76K | 0.03% | 277 |
|
|
2023
Q1 | $274K | Buy |
10,220
+422
| +4% | +$11.1K | 0.03% | 277 |
|
|
2022
Q4 | $254K | Buy |
9,798
+798
| +9% | +$20.9K | 0.03% | 269 |
|
|
2022
Q3 | $233K | Buy |
9,000
+380
| +4% | +$10.6K | 0.03% | 258 |
|
|
2022
Q2 | $241K | Buy |
8,620
+492
| +6% | +$14.3K | 0.04% | 168 |
|
|
2022
Q1 | $247K | Buy |
8,128
+412
| +5% | +$12.6K | 0.04% | 178 |
|
|
2021
Q4 | $243K | Buy |
7,716
+740
| +11% | +$23.3K | 0.04% | 181 |
|
|
2021
Q3 | $218K | Buy |
6,976
+254
| +4% | +$8.02K | 0.04% | 141 |
|
|
2021
Q2 | $210K | Buy |
6,722
+248
| +4% | +$7.69K | 0.05% | 124 |
|
|
2021
Q1 | $198K | Sell |
6,474
-448
| -6% | -$13.8K | 0.06% | 112 |
|
|
2020
Q4 | $215K | Sell |
6,922
-976
| -12% | -$30K | 0.07% | 95 |
|
|
2020
Q3 | $243K | Sell |
7,898
-202
| -2% | -$6.19K | 0.1% | 79 |
|
|
2020
Q2 | $243K | Sell |
8,100
-1,226
| -13% | -$36.3K | 0.12% | 85 |
|
|
2020
Q1 | $268K | Sell |
9,326
-32
| -0.3% | -$916 | 0.17% | 70 |
|
|
2019
Q4 | $265K | Sell |
9,358
-34
| -0.4% | -$964 | 0.15% | 65 |
|
|
2019
Q3 | $267K | Sell |
9,392
-166
| -2% | -$4.71K | 0.17% | 61 |
|
|
2019
Q2 | $269K | Buy |
9,558
+214
| +2% | +$5.92K | 0.2% | 47 |
|
|
2019
Q1 | $257K | Sell |
9,344
-178
| -2% | -$4.8K | 0.2% | 46 |
|
|
2018
Q4 | $254K | Buy |
9,522
+1,706
| +22% | +$45.4K | 0.23% | 44 |
|
|
2018
Q3 | $211K | Sell |
7,816
-74
| -0.9% | -$2.02K | 0.24% | 45 |
|
|
2018
Q2 | $217K | Buy |
7,890
+212
| +3% | +$5.79K | 0.25% | 43 |
|
|
2018
Q1 | $211K | Sell |
7,678
-6,648
| -46% | -$182K | 0.25% | 41 |
|
|
2017
Q4 | $397K | Buy |
+14,326
| New | +$396K | 0.33% | 49 |
|
Other funds holding SCHP
MERSOM
QCM
EW
Larson Financial Group's SCHP Position: Q1 2026 in Review
Larson Financial Group reduced its Schwab US TIPS ETF (SCHP) stake by 9.4% in Q1 2026, selling an estimated $22K and leaving 7,932 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #700.
Larson Financial Group first reported a position in SCHP in Q4 2017 and has held it in 34 quarters since. The position peaked at $397K in Q4 2017. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.
- Larson Financial Group held 7,932 shares of Schwab US TIPS ETF worth $211K as of Q1 2026.
- Larson Financial Group sold 823 Schwab US TIPS ETF shares in Q1 2026, an estimated $22K.
- Schwab US TIPS ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #700 holding.
- Larson Financial Group first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 34 quarters since.
- Larson Financial Group's Schwab US TIPS ETF position peaked at $397K in Q4 2017.
- 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.