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M. Kulyk & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

M. Kulyk & Associates’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 		$1.21M Buy
45,359
+4,231
+10% +$113K 0.23% 54
2025
Q4 		$1.09M Buy
41,128
+22,786
+124% +$611K 0.21% 52
2025
Q3 		$494K Sell
18,342
-3,358
-15% -$89.9K 0.1% 64
2025
Q2 		$579K Buy
+21,700
New +$574K 0.13% 66

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

M. Kulyk & Associates's SCHP Position: Q1 2026 in Review

M. Kulyk & Associates increased its Schwab US TIPS ETF (SCHP) stake by 10% in Q1 2026, buying an estimated $113K and bringing the position to 45,359 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #54.

M. Kulyk & Associates first reported a position in SCHP in Q2 2025 and has held it in 4 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • M. Kulyk & Associates held 45,359 shares of Schwab US TIPS ETF worth $1.21M as of Q1 2026.
  • M. Kulyk & Associates bought 4,231 Schwab US TIPS ETF shares in Q1 2026, an estimated $113K.
  • Schwab US TIPS ETF made up 0.23% of M. Kulyk & Associates's portfolio in Q1 2026, its #54 holding.
  • M. Kulyk & Associates first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 4 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.