MPS Loria Financial Planners’s Schwab US TIPS ETF SCHP Stock Holding History

MPS Loria Financial Planners’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	$8.95M	Sell	336,363 -84,016	-20%	-$2.24M	2.36%	6
2025 Q4	$11.1M	Buy	420,379 +16,253	+4%	+$436K	2.86%	6
2025 Q3	$10.9M	Buy	404,126 +12,112	+3%	+$324K	2.89%	6
2025 Q2	$10.5M	Buy	392,014 +2,553	+0.7%	+$67.5K	3.08%	6
2025 Q1	$10.5M	Buy	389,461 +229,125	+143%	+$6.02M	3.11%	6
2024 Q4	$4.14M	Buy	160,336 +3,470	+2%	+$91.2K	1.23%	6
2024 Q3	$4.21M	Buy	156,866 +3,772	+2%	+$99.6K	1.25%	8
2024 Q2	$3.98M	Buy	153,094 +9,652	+7%	+$250K	1.28%	6
2024 Q1	$3.74M	Buy	+143,442	New	+$3.72M	1.26%	6

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

MPS Loria Financial Planners's SCHP Position: Q1 2026 in Review

MPS Loria Financial Planners reduced its Schwab US TIPS ETF (SCHP) stake by 20% in Q1 2026, selling an estimated $2.24M and leaving 336,363 shares worth $8.95M. The position accounts for 2.36% of the portfolio, ranked #6.

MPS Loria Financial Planners first reported a position in SCHP in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.1M in Q4 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

MPS Loria Financial Planners held 336,363 shares of Schwab US TIPS ETF worth $8.95M as of Q1 2026.
MPS Loria Financial Planners sold 84,016 Schwab US TIPS ETF shares in Q1 2026, an estimated $2.24M.
Schwab US TIPS ETF made up 2.36% of MPS Loria Financial Planners's portfolio in Q1 2026, its #6 holding.
MPS Loria Financial Planners first reported a position in Schwab US TIPS ETF in Q1 2024 and has held it in 9 quarters since.
MPS Loria Financial Planners's Schwab US TIPS ETF position peaked at $11.1M in Q4 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.