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 Q3	$9.62K	Buy	382 +6	+2%	+$155	﹤0.01%	302
2026 Q2	$9.98K	Buy	+376	New	+$10K	﹤0.01%	179

Other funds holding SCHP

MAM

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

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Burkett Financial Services's SCHP Position: Q3 2026 in Review

Burkett Financial Services increased its Schwab US TIPS ETF (SCHP) stake by 1.6% in Q3 2026, buying an estimated $155 and bringing the position to 382 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Burkett Financial Services first reported a position in SCHP in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.98K in Q2 2026. 7 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Burkett Financial Services held 382 shares of Schwab US TIPS ETF worth $9.62K as of Q3 2026.
Burkett Financial Services bought 6 Schwab US TIPS ETF shares in Q3 2026, an estimated $155.
Schwab US TIPS ETF made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #302 holding.
Burkett Financial Services first reported a position in Schwab US TIPS ETF in Q2 2026 and has held it in 2 quarters since.
Burkett Financial Services's Schwab US TIPS ETF position peaked at $9.98K in Q2 2026.
7 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.