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Root Financial Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Root Financial Partners’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 		$143K Buy
5,389
+2,371
+79% +$63.3K 0.01% 430
2025
Q4 		$79.9K Sell
3,018
-6,480
-68% -$174K ﹤0.01% 543
2025
Q3 		$256K Buy
+9,498
New +$254K 0.02% 232
2025
Q1 		– Sell
-20,553
Closed -$531K – 225
2024
Q4 		$531K Buy
+20,553
New +$540K 0.07% 108

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

Root Financial Partners's SCHP Position: Q1 2026 in Review

Root Financial Partners increased its Schwab US TIPS ETF (SCHP) stake by 79% in Q1 2026, buying an estimated $63.3K and bringing the position to 5,389 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #430.

Root Financial Partners first reported a position in SCHP in Q4 2024 and has held it in 4 quarters since. The position peaked at $531K in Q4 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Root Financial Partners held 5,389 shares of Schwab US TIPS ETF worth $143K as of Q1 2026.
  • Root Financial Partners bought 2,371 Schwab US TIPS ETF shares in Q1 2026, an estimated $63.3K.
  • Schwab US TIPS ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #430 holding.
  • Root Financial Partners first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 4 quarters since.
  • Root Financial Partners's Schwab US TIPS ETF position peaked at $531K in Q4 2024.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.