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

Northeast 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 		$10.1M Buy
379,803
+247,047
+186% +$6.59M 2.5% 15
2025
Q4 		$3.52M Buy
+132,756
New +$3.56M 0.8% 30

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Northeast Financial Group increased its Schwab US TIPS ETF (SCHP) stake by 186% in Q1 2026, buying an estimated $6.59M and bringing the position to 379,803 shares worth $10.1M. The position accounts for 2.5% of the portfolio, ranked #15.

Northeast Financial Group first reported a position in SCHP in Q4 2025 and has held it in 2 quarters since. 734 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Northeast Financial Group held 379,803 shares of Schwab US TIPS ETF worth $10.1M as of Q1 2026.
  • Northeast Financial Group bought 247,047 Schwab US TIPS ETF shares in Q1 2026, an estimated $6.59M.
  • Schwab US TIPS ETF made up 2.5% of Northeast Financial Group's portfolio in Q1 2026, its #15 holding.
  • Northeast Financial Group first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 2 quarters since.
  • 734 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.