Farrell Financial
SCHP icon

Farrell Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Farrell Financial’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 		$397K Sell
15,786
-1,541
-9% -$39.9K 0.21% 59
2026
Q2 		$459K Buy
17,327
+187
+1% +$4.99K 0.25% 58
2026
Q1 		$456K Buy
17,140
+361
+2% +$9.6K 0.27% 55
2025
Q4 		$444K Buy
16,779
+4,602
+38% +$123K 0.26% 53
2025
Q3 		$328K Buy
+12,177
New +$326K 0.21% 57

Other funds holding SCHP

Quadratic Capital Management
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

Farrell Financial's SCHP Position: Q3 2026 in Review

Farrell Financial reduced its Schwab US TIPS ETF (SCHP) stake by 8.9% in Q3 2026, selling an estimated $39.9K and leaving 15,786 shares worth $397K. The position accounts for 0.21% of the portfolio, ranked #59.

Farrell Financial first reported a position in SCHP in Q3 2025 and has held it in 5 quarters since. The position peaked at $459K in Q2 2026. 200 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Farrell Financial held 15,786 shares of Schwab US TIPS ETF worth $397K as of Q3 2026.
  • Farrell Financial sold 1,541 Schwab US TIPS ETF shares in Q3 2026, an estimated $39.9K.
  • Schwab US TIPS ETF made up 0.21% of Farrell Financial's portfolio in Q3 2026, its #59 holding.
  • Farrell Financial first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 5 quarters since.
  • Farrell Financial's Schwab US TIPS ETF position peaked at $459K in Q2 2026.
  • 200 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Farrell Financial's 13F filing for Q3 2026, filed 16 Oct 2026.