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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
Q2 		$459K Buy
17,327
+187
+1% +$4.99K 0.25% 58
2026
Q1 		$456K Buy
17,140
+361
+2% +$9.63K 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

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Farrell Financial's SCHP Position: Q2 2026 in Review

Farrell Financial increased its Schwab US TIPS ETF (SCHP) stake by 1.1% in Q2 2026, buying an estimated $4.99K and bringing the position to 17,327 shares worth $459K. The position accounts for 0.25% of the portfolio, ranked #58.

Farrell Financial first reported a position in SCHP in Q3 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Farrell Financial held 17,327 shares of Schwab US TIPS ETF worth $459K as of Q2 2026.
  • Farrell Financial bought 187 Schwab US TIPS ETF shares in Q2 2026, an estimated $4.99K.
  • Schwab US TIPS ETF made up 0.25% of Farrell Financial's portfolio in Q2 2026, its #58 holding.
  • Farrell Financial first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.