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CX Institutional’s Schwab US TIPS ETF SCHP Stock Holding History

CX Institutional’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 		$44K Buy
+1,753
New +$45.4K ﹤0.01% 1040

Other funds holding SCHP

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

CX Institutional's SCHP Position: Q3 2026 in Review

CX Institutional opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2026: 1,753 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #1040 among its holdings.

7 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • CX Institutional held 1,753 shares of Schwab US TIPS ETF worth $44K as of Q3 2026.
  • Schwab US TIPS ETF was a new CX Institutional position in Q3 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1040 holding.
  • 7 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.