Kroeger Financial Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Kroeger Financial Partners’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 Q2	$492K	Buy	+18,554	New	+$495K	0.48%	27

Other funds holding SCHP

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Kroeger Financial Partners's SCHP Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 18,554 shares worth $492K. The stake represents 0.48% of the portfolio and ranks #27 among its holdings.

303 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Kroeger Financial Partners held 18,554 shares of Schwab US TIPS ETF worth $492K as of Q2 2026.
Schwab US TIPS ETF was a new Kroeger Financial Partners position in Q2 2026.
Schwab US TIPS ETF made up 0.48% of Kroeger Financial Partners's portfolio in Q2 2026, its #27 holding.
303 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.