Summit Wealth Group’s Schwab US TIPS ETF SCHP Stock Holding History

Summit Wealth Group’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	$4.4M	Buy	165,226 +4,329	+3%	+$115K	1.01%	26
2025 Q4	$4.26M	Buy	160,897 +2,619	+2%	+$70.3K	1%	26
2025 Q3	$4.27M	Buy	158,278 +1,983	+1%	+$53.1K	1.03%	26
2025 Q2	$4.17M	Sell	156,295 -98,764	-39%	-$2.61M	1.07%	23
2025 Q1	$6.86M	Sell	255,059 -20,075	-7%	-$528K	2.01%	14
2024 Q4	$7.11M	Buy	275,134 +12,192	+5%	+$320K	2.06%	14
2024 Q3	$7.05M	Buy	262,942 +23,440	+10%	+$619K	2.03%	13
2024 Q2	$6.23M	Buy	+239,502	New	+$6.19M	1.87%	13
2023 Q3	–	Sell	-209,918	Closed	-$5.5M	–	64
2023 Q2	$5.5M	Sell	209,918 -10,690,382	-98%	-$283M	2.23%	10
2023 Q1	$102K	Buy	+10,900,300	New	+$287M	2.44%	7
2021 Q1	–	Sell	-114,684	Closed	-$3.56M	–	206
2020 Q4	$3.56M	Buy	+114,684	New	+$3.52M	2.23%	14

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

Summit Wealth Group's SCHP Position: Q1 2026 in Review

Summit Wealth Group increased its Schwab US TIPS ETF (SCHP) stake by 2.7% in Q1 2026, buying an estimated $115K and bringing the position to 165,226 shares worth $4.4M. The position accounts for 1.01% of the portfolio, ranked #26.

Summit Wealth Group first reported a position in SCHP in Q4 2020 and has held it in 11 quarters since. The position peaked at $7.11M in Q4 2024. 730 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Summit Wealth Group held 165,226 shares of Schwab US TIPS ETF worth $4.4M as of Q1 2026.
Summit Wealth Group bought 4,329 Schwab US TIPS ETF shares in Q1 2026, an estimated $115K.
Schwab US TIPS ETF made up 1.01% of Summit Wealth Group's portfolio in Q1 2026, its #26 holding.
Summit Wealth Group first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 11 quarters since.
Summit Wealth Group's Schwab US TIPS ETF position peaked at $7.11M in Q4 2024.
730 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.