Christensen King & Associates Investment Services’s Schwab US TIPS ETF SCHP Stock Holding History

Christensen King & Associates Investment 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	$4M	Sell	150,935 -3,896	-3%	-$104K	1.59%	16
2026 Q1	$4.12M	Buy	154,831 +1,432	+0.9%	+$38.2K	1.77%	15
2025 Q4	$4.06M	Sell	153,399 -8,766	-5%	-$235K	1.73%	15
2025 Q3	$4.37M	Sell	162,165 -4,259	-3%	-$114K	1.88%	13
2025 Q2	$4.44M	Sell	166,424 -7,140	-4%	-$189K	2.03%	13
2025 Q1	$4.62M	Sell	173,564 -1,614	-0.9%	-$42.4K	2.19%	13
2024 Q4	$4.52M	Sell	175,178 -7,204	-4%	-$189K	2.12%	12
2024 Q3	$4.89M	Sell	182,382 -2,320	-1%	-$61.3K	2.3%	10
2024 Q2	$4.8M	Sell	184,702 -1,256	-0.7%	-$32.5K	2.37%	10
2024 Q1	$4.85M	Sell	185,958 -7,850	-4%	-$204K	2.42%	10
2023 Q4	$5.06M	Buy	+193,808	New	+$4.93M	2.71%	10

Other funds holding SCHP

CTC

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

QCM

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

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Christensen King & Associates Investment Services's SCHP Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its Schwab US TIPS ETF (SCHP) stake by 2.5% in Q2 2026, selling an estimated $104K and leaving 150,935 shares worth $4M. The position accounts for 1.59% of the portfolio, ranked #16.

Christensen King & Associates Investment Services first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.06M in Q4 2023. 381 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Christensen King & Associates Investment Services held 150,935 shares of Schwab US TIPS ETF worth $4M as of Q2 2026.
Christensen King & Associates Investment Services sold 3,896 Schwab US TIPS ETF shares in Q2 2026, an estimated $104K.
Schwab US TIPS ETF made up 1.59% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #16 holding.
Christensen King & Associates Investment Services first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's Schwab US TIPS ETF position peaked at $5.06M in Q4 2023.
381 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.