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PFC Capital Group’s Schwab US TIPS ETF SCHP Stock Holding History

PFC Capital 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 		$2.17M Buy
81,404
+4,546
+6% +$121K 0.96% 30
2025
Q4 		$2.04M Buy
76,858
+10,372
+16% +$278K 0.84% 30
2025
Q3 		$1.79M Buy
66,486
+16,670
+33% +$446K 0.75% 32
2025
Q2 		$1.33M Buy
49,816
+28,086
+129% +$743K 0.62% 37
2025
Q1 		$584K Buy
+21,730
New +$571K 0.29% 61

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

PFC Capital Group's SCHP Position: Q1 2026 in Review

PFC Capital Group increased its Schwab US TIPS ETF (SCHP) stake by 5.9% in Q1 2026, buying an estimated $121K and bringing the position to 81,404 shares worth $2.17M. The position accounts for 0.96% of the portfolio, ranked #30.

PFC Capital Group first reported a position in SCHP in Q1 2025 and has held it in 5 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • PFC Capital Group held 81,404 shares of Schwab US TIPS ETF worth $2.17M as of Q1 2026.
  • PFC Capital Group bought 4,546 Schwab US TIPS ETF shares in Q1 2026, an estimated $121K.
  • Schwab US TIPS ETF made up 0.96% of PFC Capital Group's portfolio in Q1 2026, its #30 holding.
  • PFC Capital Group first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 5 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on PFC Capital Group's 13F filing for Q1 2026, filed 13 May 2026.