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Trajan Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Trajan Wealth’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 		$10.5M Buy
394,348
+27,267
+7% +$727K 0.42% 58
2025
Q4 		$9.72M Buy
367,081
+52,150
+17% +$1.4M 0.41% 58
2025
Q3 		$8.49M Buy
314,931
+36,597
+13% +$979K 0.37% 57
2025
Q2 		$7.43M Buy
278,334
+12,400
+5% +$328K 0.36% 56
2025
Q1 		$7.15M Buy
265,934
+5,593
+2% +$147K 0.39% 57
2024
Q4 		$6.72M Buy
260,341
+1,881
+0.7% +$49.4K 0.37% 59
2024
Q3 		$6.93M Buy
258,460
+50,506
+24% +$1.33M 0.41% 58
2024
Q2 		$5.41M Buy
207,954
+31,802
+18% +$822K 0.35% 60
2024
Q1 		$4.59M Buy
+176,152
New +$4.57M 0.31% 73

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

Trajan Wealth's SCHP Position: Q1 2026 in Review

Trajan Wealth increased its Schwab US TIPS ETF (SCHP) stake by 7.4% in Q1 2026, buying an estimated $727K and bringing the position to 394,348 shares worth $10.5M. The position accounts for 0.42% of the portfolio, ranked #58.

Trajan Wealth first reported a position in SCHP in Q1 2024 and has held it in 9 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Trajan Wealth held 394,348 shares of Schwab US TIPS ETF worth $10.5M as of Q1 2026.
  • Trajan Wealth bought 27,267 Schwab US TIPS ETF shares in Q1 2026, an estimated $727K.
  • Schwab US TIPS ETF made up 0.42% of Trajan Wealth's portfolio in Q1 2026, its #58 holding.
  • Trajan Wealth first reported a position in Schwab US TIPS ETF in Q1 2024 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 Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.