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Stewardship Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Stewardship Advisors’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 		$539K Buy
20,254
+1,491
+8% +$39.8K 0.12% 86
2025
Q4 		$497K Buy
18,763
+741
+4% +$19.9K 0.11% 90
2025
Q3 		$486K Buy
18,022
+310
+2% +$8.3K 0.11% 89
2025
Q2 		$473K Buy
17,712
+409
+2% +$10.8K 0.12% 83
2025
Q1 		$465K Buy
17,303
+1,639
+10% +$43.1K 0.13% 76
2024
Q4 		$405K Buy
15,664
+3,550
+29% +$93.3K 0.11% 99
2024
Q3 		$325K Buy
+12,114
New +$320K 0.09% 96

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

Stewardship Advisors's SCHP Position: Q1 2026 in Review

Stewardship Advisors increased its Schwab US TIPS ETF (SCHP) stake by 7.9% in Q1 2026, buying an estimated $39.8K and bringing the position to 20,254 shares worth $539K. The position accounts for 0.12% of the portfolio, ranked #86.

Stewardship Advisors first reported a position in SCHP in Q3 2024 and has held it in 7 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Stewardship Advisors held 20,254 shares of Schwab US TIPS ETF worth $539K as of Q1 2026.
  • Stewardship Advisors bought 1,491 Schwab US TIPS ETF shares in Q1 2026, an estimated $39.8K.
  • Schwab US TIPS ETF made up 0.12% of Stewardship Advisors's portfolio in Q1 2026, its #86 holding.
  • Stewardship Advisors first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 7 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Stewardship Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.