Phillips Financial Management’s Schwab US TIPS ETF SCHP Stock Holding History

Phillips Financial Management’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	$3.04M	Buy	114,248 +2,270	+2%	+$60.6K	0.22%	63
2025 Q4	$2.97M	Buy	111,978 +2,545	+2%	+$68.3K	0.19%	69
2025 Q3	$2.95M	Buy	109,433 +13,534	+14%	+$362K	0.19%	68
2025 Q2	$2.56M	Buy	95,899 +4,722	+5%	+$125K	0.19%	70
2025 Q1	$2.45M	Buy	91,177 +3,847	+4%	+$101K	0.19%	69
2024 Q4	$2.26M	Buy	87,330 +25,304	+41%	+$665K	0.18%	75
2024 Q3	$1.66M	Buy	62,026 +26,922	+77%	+$711K	0.13%	89
2024 Q2	$913K	Buy	35,104 +2,116	+6%	+$54.7K	0.08%	111
2024 Q1	$860K	Buy	32,988 +5,824	+21%	+$151K	0.07%	112
2023 Q4	$709K	Buy	27,164 +256	+1%	+$6.51K	0.06%	115
2023 Q3	$679K	Buy	26,908 +2,448	+10%	+$63.1K	0.06%	116
2023 Q2	$641K	Buy	24,460 +120	+0.5%	+$3.18K	0.06%	117
2023 Q1	$652K	Buy	24,340 +1,062	+5%	+$27.9K	0.06%	115
2022 Q4	$603K	Buy	23,278 +1,070	+5%	+$28K	0.06%	106
2022 Q3	$575K	Buy	+22,208	New	+$617K	0.06%	110
2022 Q2	–	Sell	-14,866	Closed	-$451K	–	133
2022 Q1	$451K	Buy	+14,866	New	+$456K	0.04%	106

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

Phillips Financial Management's SCHP Position: Q1 2026 in Review

Phillips Financial Management increased its Schwab US TIPS ETF (SCHP) stake by 2% in Q1 2026, buying an estimated $60.6K and bringing the position to 114,248 shares worth $3.04M. The position accounts for 0.22% of the portfolio, ranked #63.

Phillips Financial Management first reported a position in SCHP in Q1 2022 and has held it in 16 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Phillips Financial Management held 114,248 shares of Schwab US TIPS ETF worth $3.04M as of Q1 2026.
Phillips Financial Management bought 2,270 Schwab US TIPS ETF shares in Q1 2026, an estimated $60.6K.
Schwab US TIPS ETF made up 0.22% of Phillips Financial Management's portfolio in Q1 2026, its #63 holding.
Phillips Financial Management first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 16 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.