Cranbrook Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Cranbrook Wealth Management’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	$3.86M	Buy	+153,733	New	+$3.98M	0.73%	33
2022 Q4	–	Sell	-18,782	Closed	-$486K	–	309
2022 Q3	$486K	Buy	18,782 +80	+0.4%	+$2.22K	0.13%	69
2022 Q2	$522K	Buy	18,702 +84	+0.5%	+$2.44K	0.13%	69
2022 Q1	$565K	Buy	18,618 +14	+0.1%	+$429	0.12%	70
2021 Q4	$585K	Buy	18,604 +68	+0.4%	+$2.14K	0.12%	70
2021 Q3	$580K	Buy	18,536 +64	+0.3%	+$2.02K	0.13%	70
2021 Q2	$577K	Buy	18,472 +32	+0.2%	+$992	0.13%	66
2021 Q1	$564K	Hold	18,440	–	–	0.14%	65
2020 Q4	$572K	Buy	+18,440	New	+$566K	0.15%	62

Other funds holding SCHP

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cranbrook Wealth Management's SCHP Position: Q3 2026 in Review

Cranbrook Wealth Management opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2026: 153,733 shares worth $3.86M. The stake represents 0.73% of the portfolio and ranks #33 among its holdings. This is a return to the name: Cranbrook Wealth Management previously reported a position in SCHP as recently as Q3 2022.

Cranbrook Wealth Management first reported a position in SCHP in Q4 2020 and has held it in 9 quarters since. 338 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Cranbrook Wealth Management held 153,733 shares of Schwab US TIPS ETF worth $3.86M as of Q3 2026.
Schwab US TIPS ETF was a new Cranbrook Wealth Management position in Q3 2026.
Schwab US TIPS ETF made up 0.73% of Cranbrook Wealth Management's portfolio in Q3 2026, its #33 holding.
Cranbrook Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 9 quarters since.
338 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.