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 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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

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

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Birchbrook's SCHP Position: Q2 2026 in Review

Birchbrook reduced its Schwab US TIPS ETF (SCHP) stake by 14% in Q2 2026, selling an estimated $15.7K and leaving 3,632 shares worth $96.2K. The position accounts for 0.05% of the portfolio, ranked #108.

Birchbrook first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $393K in Q4 2023. 170 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Birchbrook held 3,632 shares of Schwab US TIPS ETF worth $96.2K as of Q2 2026.
Birchbrook sold 590 Schwab US TIPS ETF shares in Q2 2026, an estimated $15.7K.
Schwab US TIPS ETF made up 0.05% of Birchbrook's portfolio in Q2 2026, its #108 holding.
Birchbrook first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Schwab US TIPS ETF position peaked at $393K in Q4 2023.
170 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.