Compass Ion Advisors
SCHP icon

Compass Ion Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Compass Ion Advisors’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 		$244K Sell
9,729
-497
-5% -$12.9K 0.02% 270
2026
Q2 		$271K Buy
10,226
+213
+2% +$5.68K 0.02% 253
2026
Q1 		$266K Buy
+10,013
New +$267K 0.03% 235

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Prime Capital Investment Advisors
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LifeGuide Financial Advisors
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AssetMark Inc
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Compass Ion Advisors's SCHP Position: Q3 2026 in Review

Compass Ion Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 4.9% in Q3 2026, selling an estimated $12.9K and leaving 9,729 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #270.

Compass Ion Advisors first reported a position in SCHP in Q1 2026 and has held it in 3 quarters since. The position peaked at $271K in Q2 2026. 233 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Compass Ion Advisors held 9,729 shares of Schwab US TIPS ETF worth $244K as of Q3 2026.
  • Compass Ion Advisors sold 497 Schwab US TIPS ETF shares in Q3 2026, an estimated $12.9K.
  • Schwab US TIPS ETF made up 0.02% of Compass Ion Advisors's portfolio in Q3 2026, its #270 holding.
  • Compass Ion Advisors first reported a position in Schwab US TIPS ETF in Q1 2026 and has held it in 3 quarters since.
  • Compass Ion Advisors's Schwab US TIPS ETF position peaked at $271K in Q2 2026.
  • 233 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.