Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Dynamic Advisor Solutions’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 		$1.96M Buy
77,881
+3,373
+5% +$87.3K 0.06% 320
2026
Q2 		$1.97M Sell
74,508
-3,070
-4% -$81.9K 0.06% 339
2026
Q1 		$2.06M Buy
77,578
+10,209
+15% +$272K 0.07% 304
2025
Q4 		$1.78M Buy
67,369
+836
+1% +$22.4K 0.06% 317
2025
Q3 		$1.79M Buy
66,533
+10,589
+19% +$283K 0.05% 340
2025
Q2 		$1.49M Buy
55,944
+5
+0% +$132 0.05% 352
2025
Q1 		$1.5M Buy
+55,939
New +$1.47M 0.05% 338
2024
Q4 		– Sell
-44,526
Closed -$1.19M – 795
2024
Q3 		$1.19M Sell
44,526
-54
-0.1% -$1.43K 0.04% 406
2024
Q2 		$1.16M Sell
44,580
-3,078
-6% -$79.6K 0.04% 426
2024
Q1 		$1.24M Sell
47,658
-22,156
-32% -$575K 0.04% 394
2023
Q4 		$1.81M Buy
69,814
+3,766
+6% +$95.8K 0.07% 298
2023
Q3 		$1.67M Sell
66,048
-21,488
-25% -$554K 0.08% 265
2023
Q2 		$2.29M Sell
87,536
-940
-1% -$24.9K 0.12% 201
2023
Q1 		$2.37M Sell
88,476
-22,228
-20% -$585K 0.14% 189
2022
Q4 		$2.87M Sell
110,704
-7,728
-7% -$202K 0.2% 131
2022
Q3 		$3.07M Buy
118,432
+6,830
+6% +$190K 0.23% 103
2022
Q2 		$3.11M Sell
111,602
-4,908
-4% -$142K 0.24% 98
2022
Q1 		$3.54M Sell
116,510
-1,666
-1% -$51.1K 0.25% 98
2021
Q4 		$3.72M Buy
118,176
+9,502
+9% +$299K 0.27% 85
2021
Q3 		$3.4M Buy
108,674
+36,982
+52% +$1.17M 0.26% 89
2021
Q2 		$2.24M Buy
71,692
+9,328
+15% +$289K 0.18% 135
2021
Q1 		$1.91M Buy
62,364
+5,368
+9% +$165K 0.18% 142
2020
Q4 		$1.77M Buy
56,996
+24,940
+78% +$766K 0.17% 154
2020
Q3 		$988K Buy
32,056
+19,578
+157% +$600K 0.11% 209
2020
Q2 		$374K Sell
12,478
-12,406
-50% -$368K 0.05% 341
2020
Q1 		$716K Sell
24,884
-122
-0.5% -$3.49K 0.13% 190
2019
Q4 		$708K Buy
25,006
+3,810
+18% +$108K 0.1% 240
2019
Q3 		$602K Buy
21,196
+7,340
+53% +$208K 0.09% 244
2019
Q2 		$390K Buy
13,856
+3,008
+28% +$83.3K 0.06% 306
2019
Q1 		$298K Buy
+10,848
New +$293K 0.06% 300
2018
Q3 		– Sell
-7,756
Closed -$213K – 425
2018
Q2 		$213K Buy
+7,756
New +$212K 0.05% 359

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
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
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
FAG
Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Dynamic Advisor Solutions's SCHP Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Schwab US TIPS ETF (SCHP) stake by 4.5% in Q3 2026, buying an estimated $87.3K and bringing the position to 77,881 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #320.

Dynamic Advisor Solutions first reported a position in SCHP in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.72M in Q4 2021. 157 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Dynamic Advisor Solutions held 77,881 shares of Schwab US TIPS ETF worth $1.96M as of Q3 2026.
  • Dynamic Advisor Solutions bought 3,373 Schwab US TIPS ETF shares in Q3 2026, an estimated $87.3K.
  • Schwab US TIPS ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #320 holding.
  • Dynamic Advisor Solutions first reported a position in Schwab US TIPS ETF in Q2 2018 and has held it in 31 quarters since.
  • Dynamic Advisor Solutions's Schwab US TIPS ETF position peaked at $3.72M in Q4 2021.
  • 157 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.