Burkett Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Burkett Financial Services’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	$9.98K	Buy	+376	New	+$10K	﹤0.01%	179

Other funds holding SCHP

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

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

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Burkett Financial Services's SCHP Position: Q2 2026 in Review

Burkett Financial Services opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 376 shares worth $9.98K. The stake represents ﹤0.01% of the portfolio and ranks #179 among its holdings.

433 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Burkett Financial Services held 376 shares of Schwab US TIPS ETF worth $9.98K as of Q2 2026.
Schwab US TIPS ETF was a new Burkett Financial Services position in Q2 2026.
Schwab US TIPS ETF made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #179 holding.
433 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.