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Rossby Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Rossby Financial’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 		$332K Buy
12,513
+7,383
+144% +$197K 0.07% 253
2025
Q4 		$136K Buy
5,130
+113
+2% +$3.03K 0.04% 351
2025
Q3 		$135K Buy
5,017
+1,209
+32% +$32.4K 0.04% 345
2025
Q2 		$102K Buy
3,808
+7
+0.2% +$185 0.04% 360
2025
Q1 		$101K Buy
+3,801
New +$99.9K 0.04% 335

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

Rossby Financial's SCHP Position: Q1 2026 in Review

Rossby Financial increased its Schwab US TIPS ETF (SCHP) stake by 144% in Q1 2026, buying an estimated $197K and bringing the position to 12,513 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #253.

Rossby Financial 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.

  • Rossby Financial held 12,513 shares of Schwab US TIPS ETF worth $332K as of Q1 2026.
  • Rossby Financial bought 7,383 Schwab US TIPS ETF shares in Q1 2026, an estimated $197K.
  • Schwab US TIPS ETF made up 0.07% of Rossby Financial's portfolio in Q1 2026, its #253 holding.
  • Rossby Financial 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 Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.