Strategic Financial Concepts’s Schwab US TIPS ETF SCHP Stock Holding History

Strategic Financial Concepts’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	$1.04M	Buy	+39,057	New	+$1.04M	0.26%	91
2025 Q4	–	Sell	-31,293	Closed	-$843K	–	267
2025 Q3	$843K	Buy	31,293 +9	+0%	+$241	0.12%	93
2025 Q2	$835K	Buy	31,284 +8,197	+36%	+$217K	0.12%	100
2025 Q1	$621K	Buy	23,087 +5,467	+31%	+$144K	0.12%	173
2024 Q4	$455K	Buy	17,620 +448	+3%	+$11.8K	0.09%	188
2024 Q3	$460K	Sell	17,172 -817,328	-98%	-$21.6M	0.15%	132
2024 Q2	$7.96K	Buy	834,500 +819,232	+5,366%	+$21.2M	﹤0.01%	433
2024 Q1	$398K	Buy	+15,268	New	+$396K	0.1%	189
2023 Q4	–	Sell	-10,940	Closed	-$276K	–	240
2023 Q3	$276K	Buy	+10,940	New	+$282K	0.09%	194

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

Strategic Financial Concepts's SCHP Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2026: 39,057 shares worth $1.04M. The stake represents 0.26% of the portfolio and ranks #91 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in SCHP as recently as Q3 2025.

Strategic Financial Concepts first reported a position in SCHP in Q3 2023 and has held it in 9 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Strategic Financial Concepts held 39,057 shares of Schwab US TIPS ETF worth $1.04M as of Q1 2026.
Schwab US TIPS ETF was a new Strategic Financial Concepts position in Q1 2026.
Schwab US TIPS ETF made up 0.26% of Strategic Financial Concepts's portfolio in Q1 2026, its #91 holding.
Strategic Financial Concepts first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 9 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.