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Ares Financial Consulting’s Schwab US TIPS ETF SCHP Stock Holding History

Ares Financial Consulting’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 		$547K Buy
20,654
+211
+1% +$5.63K 0.39% 46
2026
Q1 		$543K Buy
20,443
+15,580
+320% +$416K 0.43% 44
2025
Q4 		$129K Buy
+4,863
New +$130K 0.12% 95

Other funds holding SCHP

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ares Financial Consulting's SCHP Position: Q2 2026 in Review

Ares Financial Consulting increased its Schwab US TIPS ETF (SCHP) stake by 1% in Q2 2026, buying an estimated $5.63K and bringing the position to 20,654 shares worth $547K. The position accounts for 0.39% of the portfolio, ranked #46.

Ares Financial Consulting first reported a position in SCHP in Q4 2025 and has held it in 3 quarters since. 434 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Ares Financial Consulting held 20,654 shares of Schwab US TIPS ETF worth $547K as of Q2 2026.
  • Ares Financial Consulting bought 211 Schwab US TIPS ETF shares in Q2 2026, an estimated $5.63K.
  • Schwab US TIPS ETF made up 0.39% of Ares Financial Consulting's portfolio in Q2 2026, its #46 holding.
  • Ares Financial Consulting first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 434 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.