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

Align 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 Q3	$27.3K	Buy	+1,087	New	+$28.1K	0.01%	217

Other funds holding SCHP

QCM

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Align Financial's SCHP Position: Q3 2026 in Review

Align Financial opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2026: 1,087 shares worth $27.3K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings.

146 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Align Financial held 1,087 shares of Schwab US TIPS ETF worth $27.3K as of Q3 2026.
Schwab US TIPS ETF was a new Align Financial position in Q3 2026.
Schwab US TIPS ETF made up 0.01% of Align Financial's portfolio in Q3 2026, its #217 holding.
146 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.