Birchbrook’s Schwab US TIPS ETF SCHP Stock Holding History

Birchbrook’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	$91.3K	Hold	3,632	–	–	0.04%	106
2026 Q2	$96.2K	Sell	3,632 -590	-14%	-$15.7K	0.05%	108
2026 Q1	$112K	Hold	4,222	–	–	0.06%	101
2025 Q4	$112K	Hold	4,222	–	–	0.06%	100
2025 Q3	$114K	Sell	4,222 -598	-12%	-$16K	0.06%	98
2025 Q2	$129K	Sell	4,820 -992	-17%	-$26.2K	0.07%	93
2025 Q1	$156K	Hold	5,812	–	–	0.09%	80
2024 Q4	$150K	Hold	5,812	–	–	0.09%	75
2024 Q3	$156K	Sell	5,812 -1,290	-18%	-$34.1K	0.09%	77
2024 Q2	$185K	Buy	7,102 +12	+0.2%	+$310	0.11%	73
2024 Q1	$185K	Sell	7,090 -7,972	-53%	-$207K	0.11%	72
2023 Q4	$393K	Buy	+15,062	New	+$383K	0.26%	50

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Birchbrook's SCHP Position: Q3 2026 in Review

Birchbrook held its Schwab US TIPS ETF (SCHP) position steady in Q3 2026 at 3,632 shares worth $91.3K. The position accounts for 0.04% of the portfolio, ranked #106.

Birchbrook first reported a position in SCHP in Q4 2023 and has held it in 12 quarters since. The position peaked at $393K in Q4 2023. 338 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Birchbrook held 3,632 shares of Schwab US TIPS ETF worth $91.3K as of Q3 2026.
Birchbrook left its Schwab US TIPS ETF share count unchanged in Q3 2026.
Schwab US TIPS ETF made up 0.04% of Birchbrook's portfolio in Q3 2026, its #106 holding.
Birchbrook first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Schwab US TIPS ETF position peaked at $393K in Q4 2023.
338 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.