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

Summit 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 		$8.65M Buy
324,890
+11,012
+4% +$294K 0.11% 181
2025
Q4 		$8.31M Buy
313,878
+11,808
+4% +$317K 0.12% 157
2025
Q3 		$8.14M Buy
302,070
+1,787
+0.6% +$47.8K 0.12% 148
2025
Q2 		$8.01M Buy
300,283
+5,652
+2% +$150K 0.18% 102
2025
Q1 		$7.92M Sell
294,631
-2,431
-0.8% -$63.9K 0.22% 85
2024
Q4 		$7.67M Buy
297,062
+88,708
+43% +$2.33M 0.27% 69
2024
Q3 		$5.59M Buy
208,354
+166,334
+396% +$4.39M 0.22% 81
2024
Q2 		$1.09M Buy
42,020
+8,108
+24% +$210K 0.05% 212
2024
Q1 		$884K Sell
33,912
-3,794
-10% -$98.4K 0.05% 199
2023
Q4 		$984K Sell
37,706
-21,942
-37% -$558K 0.06% 173
2023
Q3 		$1.51M Sell
59,648
-764
-1% -$19.7K 0.11% 120
2023
Q2 		$1.58M Buy
60,412
+51,550
+582% +$1.37M 0.12% 105
2023
Q1 		$238K Hold
8,862
– – 0.02% 230
2022
Q4 		$229K Sell
8,862
-1,708
-16% -$44.7K 0.02% 227
2022
Q3 		$274K Hold
10,570
– – 0.03% 216
2022
Q2 		$295K Buy
+10,570
New +$307K 0.03% 200

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

Summit Financial's SCHP Position: Q1 2026 in Review

Summit Financial increased its Schwab US TIPS ETF (SCHP) stake by 3.5% in Q1 2026, buying an estimated $294K and bringing the position to 324,890 shares worth $8.65M. The position accounts for 0.11% of the portfolio, ranked #181.

Summit Financial first reported a position in SCHP in Q2 2022 and has held it in 16 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Summit Financial held 324,890 shares of Schwab US TIPS ETF worth $8.65M as of Q1 2026.
  • Summit Financial bought 11,012 Schwab US TIPS ETF shares in Q1 2026, an estimated $294K.
  • Schwab US TIPS ETF made up 0.11% of Summit Financial's portfolio in Q1 2026, its #181 holding.
  • Summit Financial first reported a position in Schwab US TIPS ETF in Q2 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 Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.