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Valpey Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Valpey Financial Services’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 		$2M Buy
75,260
+857
+1% +$22.9K 1.3% 29
2025
Q4 		$1.97M Buy
74,403
+4,576
+7% +$123K 1.26% 29
2025
Q3 		$1.88M Buy
69,827
+3,524
+5% +$94.3K 1.23% 29
2025
Q2 		$1.77M Buy
+66,303
New +$1.75M 1.22% 29

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

Valpey Financial Services's SCHP Position: Q1 2026 in Review

Valpey Financial Services increased its Schwab US TIPS ETF (SCHP) stake by 1.2% in Q1 2026, buying an estimated $22.9K and bringing the position to 75,260 shares worth $2M. The position accounts for 1.3% of the portfolio, ranked #29.

Valpey Financial Services first reported a position in SCHP in Q2 2025 and has held it in 4 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Valpey Financial Services held 75,260 shares of Schwab US TIPS ETF worth $2M as of Q1 2026.
  • Valpey Financial Services bought 857 Schwab US TIPS ETF shares in Q1 2026, an estimated $22.9K.
  • Schwab US TIPS ETF made up 1.3% of Valpey Financial Services's portfolio in Q1 2026, its #29 holding.
  • Valpey Financial Services first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 4 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Valpey Financial Services's 13F filing for Q1 2026, filed 11 May 2026.