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Clayton Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Clayton Financial Group’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 		– Sell
-10
Closed -$273 – 474
2026
Q1 		$273 Sell
10
-3
-23% -$80 ﹤0.01% 609
2025
Q4 		$336 Buy
+13
New +$349 ﹤0.01% 593

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
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

Clayton Financial Group's SCHP Position: Q2 2026 in Review

Clayton Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 10 shares — an estimated $273 sold.

Clayton Financial Group first reported a position in SCHP in Q4 2025 and held it in 2 quarters. The position peaked at $336 in Q4 2025. 171 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Clayton Financial Group reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 10 Schwab US TIPS ETF shares in Q2 2026, an estimated $273.
  • Clayton Financial Group first reported a position in Schwab US TIPS ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Schwab US TIPS ETF position peaked at $336 in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.