Baldwin Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Baldwin Wealth 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 Q3	$39.6M	Buy	+1,577,761	New	+$40.9M	2.61%	9

Other funds holding SCHP

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

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

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

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

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

Baldwin Wealth Partners's SCHP Position: Q3 2026 in Review

Baldwin Wealth Partners opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2026: 1,577,761 shares worth $39.6M. The stake represents 2.61% of the portfolio and ranks #9 among its holdings.

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

Baldwin Wealth Partners held 1,577,761 shares of Schwab US TIPS ETF worth $39.6M as of Q3 2026.
Schwab US TIPS ETF was a new Baldwin Wealth Partners position in Q3 2026.
Schwab US TIPS ETF made up 2.61% of Baldwin Wealth Partners's portfolio in Q3 2026, its #9 holding.
60 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.