Diversified Enterprises’s Schwab US TIPS ETF SCHP Stock Holding History

Diversified Enterprises’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	$47.1M	Buy	1,874,595 +79,456	+4%	+$2.06M	2.18%	10
2026 Q2	$47.6M	Buy	1,795,139 +71,916	+4%	+$1.92M	2.3%	10
2026 Q1	$45.9M	Buy	1,723,223 +67,281	+4%	+$1.8M	2.51%	9
2025 Q4	$43.9M	Buy	1,655,942 +94,396	+6%	+$2.53M	2.61%	9
2025 Q3	$42.1M	Buy	1,561,546 +1,539,557	+7,001%	+$41.2M	2.83%	9
2025 Q2	$587K	Buy	21,989 +1,366	+7%	+$36.1K	0.04%	144
2025 Q1	$555K	Buy	+20,623	New	+$542K	0.05%	151

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

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

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Diversified Enterprises's SCHP Position: Q3 2026 in Review

Diversified Enterprises increased its Schwab US TIPS ETF (SCHP) stake by 4.4% in Q3 2026, buying an estimated $2.06M and bringing the position to 1,874,595 shares worth $47.1M. The position accounts for 2.18% of the portfolio, ranked #10.

Diversified Enterprises first reported a position in SCHP in Q1 2025 and has held it in 7 quarters since. The position peaked at $47.6M in Q2 2026. 322 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Diversified Enterprises held 1,874,595 shares of Schwab US TIPS ETF worth $47.1M as of Q3 2026.
Diversified Enterprises bought 79,456 Schwab US TIPS ETF shares in Q3 2026, an estimated $2.06M.
Schwab US TIPS ETF made up 2.18% of Diversified Enterprises's portfolio in Q3 2026, its #10 holding.
Diversified Enterprises first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 7 quarters since.
Diversified Enterprises's Schwab US TIPS ETF position peaked at $47.6M in Q2 2026.
322 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.