Anderson Hoagland & Co’s Schwab US TIPS ETF SCHP Stock Holding History

Anderson Hoagland & Co’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	$4.03M	Sell	152,263 -33,979	-18%	-$907K	0.32%	73
2026 Q1	$4.96M	Buy	186,242 +1,684	+0.9%	+$44.9K	0.43%	63
2025 Q4	$4.89M	Buy	184,558 +20,558	+13%	+$551K	0.42%	66
2025 Q3	$4.42M	Sell	164,000 -2,068	-1%	-$55.3K	0.4%	64
2025 Q2	$4.43M	Buy	166,068 +18,943	+13%	+$501K	0.42%	62
2025 Q1	$3.89M	Buy	+147,125	New	+$3.87M	0.46%	52
2022 Q4	–	Sell	-9,868	Closed	-$256K	–	126
2022 Q3	$256K	Sell	9,868 -319,086	-97%	-$8.87M	0.04%	113
2022 Q2	$9.14M	Sell	328,954 -60,664	-16%	-$1.76M	1.37%	22
2022 Q1	$11.8M	Sell	389,618 -110,688	-22%	-$3.39M	1.52%	20
2021 Q4	$15.4M	Sell	500,306 -385,042	-43%	-$12.1M	2.02%	13
2021 Q3	$27.7M	Buy	885,348 +63,570	+8%	+$2.01M	3.53%	7
2021 Q2	$25.7M	Buy	821,778 +339,414	+70%	+$10.5M	3.27%	8
2021 Q1	$14.8M	Buy	+482,364	New	+$14.9M	2.09%	12

Other funds holding SCHP

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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

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

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return