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Curbstone Financial Management Corp’s Schwab US TIPS ETF SCHP Stock Holding History

Curbstone Financial Management Corp’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 		$5.48M Buy
206,870
+2,700
+1% +$72K 0.93% 24
2026
Q1 		$5.43M Buy
204,170
+6,900
+3% +$184K 1.04% 23
2025
Q4 		$5.23M Buy
197,270
+7,600
+4% +$204K 1% 23
2025
Q3 		$5.11M Hold
189,670
– – 0.98% 22
2025
Q2 		$5.06M Sell
189,670
-9,850
-5% -$261K 1.04% 22
2025
Q1 		$5.37M Buy
199,520
+9,000
+5% +$237K 1.13% 21
2024
Q4 		$4.92M Sell
190,520
-500
-0.3% -$13.1K 1.04% 22
2024
Q3 		$5.12M Sell
191,020
-800
-0.4% -$21.1K 1.1% 20
2024
Q2 		$4.99M Sell
191,820
-2,280
-1% -$58.9K 1.08% 24
2024
Q1 		$5.06M Sell
194,100
-4,200
-2% -$109K 1.09% 23
2023
Q4 		$5.18M Sell
198,300
-1,300
-0.7% -$33.1K 1.17% 21
2023
Q3 		$5.04M Hold
199,600
– – 1.25% 22
2023
Q2 		$5.23M Sell
199,600
-20,600
-9% -$546K 1.25% 21
2023
Q1 		$5.9M Buy
220,200
+600
+0.3% +$15.8K 1.44% 16
2022
Q4 		$5.69M Sell
219,600
-5,740
-3% -$150K 1.42% 16
2022
Q3 		$5.84M Hold
225,340
– – 1.45% 15
2022
Q2 		$6.29M Sell
225,340
-42,700
-16% -$1.24M 1.46% 15
2022
Q1 		$8.14M Buy
268,040
+27,440
+11% +$842K 1.5% 15
2021
Q4 		$7.57M Buy
240,600
+40,300
+20% +$1.27M 1.34% 17
2021
Q3 		$6.27M Buy
200,300
+6,360
+3% +$201K 1.18% 21
2021
Q2 		$6.06M Buy
193,940
+8,900
+5% +$276K 1.14% 21
2021
Q1 		$5.66M Buy
185,040
+23,300
+14% +$718K 1.13% 22
2020
Q4 		$5.02M Buy
161,740
+16,700
+12% +$513K 1.05% 22
2020
Q3 		$4.47M Buy
145,040
+19,500
+16% +$597K 1.07% 22
2020
Q2 		$3.77M Buy
125,540
+21,600
+21% +$640K 0.98% 24
2020
Q1 		$2.99M Buy
103,940
+10,400
+11% +$298K 0.9% 26
2019
Q4 		$2.65M Sell
93,540
-7,400
-7% -$210K 0.63% 47
2019
Q3 		$2.87M Buy
100,940
+5,100
+5% +$145K 0.74% 41
2019
Q2 		$2.7M Buy
95,840
+13,440
+16% +$372K 0.71% 44
2019
Q1 		$2.27M Buy
82,400
+13,700
+20% +$370K 0.62% 46
2018
Q4 		$1.83M Buy
68,700
+2,880
+4% +$76.6K 0.55% 52
2018
Q3 		$1.78M Buy
65,820
+2,380
+4% +$64.8K 0.46% 57
2018
Q2 		$1.74M Buy
63,440
+8,800
+16% +$240K 0.48% 59
2018
Q1 		$1.5M Buy
54,640
+28,020
+105% +$766K 0.42% 66
2017
Q4 		$738K Sell
26,620
-14,120
-35% -$391K 0.41% 70
2017
Q3 		$1.13M Buy
40,740
+20,370
+100% +$564K 0.33% 90
2017
Q2 		$561K Buy
20,370
+5,770
+40% +$160K 0.34% 84
2017
Q1 		$405K Buy
14,600
+3,800
+35% +$105K 0.25% 107
2016
Q4 		$296K Buy
+10,800
New +$301K 0.19% 125

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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Curbstone Financial Management Corp's SCHP Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Schwab US TIPS ETF (SCHP) stake by 1.3% in Q2 2026, buying an estimated $72K and bringing the position to 206,870 shares worth $5.48M. The position accounts for 0.93% of the portfolio, ranked #24.

Curbstone Financial Management Corp first reported a position in SCHP in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.14M in Q1 2022. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Curbstone Financial Management Corp held 206,870 shares of Schwab US TIPS ETF worth $5.48M as of Q2 2026.
  • Curbstone Financial Management Corp bought 2,700 Schwab US TIPS ETF shares in Q2 2026, an estimated $72K.
  • Schwab US TIPS ETF made up 0.93% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #24 holding.
  • Curbstone Financial Management Corp first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 39 quarters since.
  • Curbstone Financial Management Corp's Schwab US TIPS ETF position peaked at $8.14M in Q1 2022.
  • 127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.