Essential Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Essential Partners’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	$731K	Buy	29,077 +215	+0.7%	+$5.57K	0.33%	47
2026 Q2	$765K	Sell	28,862 -2,115	-7%	-$56.4K	0.35%	47
2026 Q1	$824K	Buy	30,977 +560	+2%	+$14.9K	0.28%	87
2025 Q4	$806K	Sell	30,417 -2,863	-9%	-$76.8K	0.25%	114
2025 Q3	$897K	Sell	33,280 -20,689	-38%	-$554K	0.3%	91
2025 Q2	$1.44M	Buy	+53,969	New	+$1.43M	0.57%	30

Other funds holding SCHP

QCM

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

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

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

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 Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Essential Partners's SCHP Position: Q3 2026 in Review

Essential Partners increased its Schwab US TIPS ETF (SCHP) stake by 0.74% in Q3 2026, buying an estimated $5.57K and bringing the position to 29,077 shares worth $731K. The position accounts for 0.33% of the portfolio, ranked #47.

Essential Partners first reported a position in SCHP in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.44M in Q2 2025. 137 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Essential Partners held 29,077 shares of Schwab US TIPS ETF worth $731K as of Q3 2026.
Essential Partners bought 215 Schwab US TIPS ETF shares in Q3 2026, an estimated $5.57K.
Schwab US TIPS ETF made up 0.33% of Essential Partners's portfolio in Q3 2026, its #47 holding.
Essential Partners first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Schwab US TIPS ETF position peaked at $1.44M in Q2 2025.
137 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.