Financial Management Professionals’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Management Professionals’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	$636	Hold	24	–	–	﹤0.01%	931
2026 Q1	$639	Hold	24	–	–	﹤0.01%	857
2025 Q4	$636	Hold	24	–	–	﹤0.01%	854
2025 Q3	$647	Hold	24	–	–	﹤0.01%	839
2025 Q2	$640	Hold	24	–	–	﹤0.01%	890
2025 Q1	$645	Hold	24	–	–	﹤0.01%	865
2024 Q4	$620	Hold	24	–	–	﹤0.01%	863
2024 Q3	$1K	Hold	24	–	–	﹤0.01%	879
2024 Q2	$1K	Hold	24	–	–	﹤0.01%	839
2024 Q1	$1K	Hold	24	–	–	﹤0.01%	896
2023 Q4	$1K	Hold	24	–	–	﹤0.01%	883
2023 Q3	$1K	Hold	24	–	–	﹤0.01%	829
2023 Q2	$1K	Hold	24	–	–	﹤0.01%	872
2023 Q1	$1K	Sell	24 -948	-98%	-$24.9K	﹤0.01%	936
2022 Q4	$25K	Buy	972 +914	+1,576%	+$23.9K	0.01%	340
2022 Q3	$2K	Sell	58 -200	-78%	-$5.56K	﹤0.01%	767
2022 Q2	$7K	Sell	258 -86	-25%	-$2.5K	﹤0.01%	571
2022 Q1	$10K	Sell	344 -32	-9%	-$981	﹤0.01%	531
2021 Q4	$12K	Buy	376 +32	+9%	+$1.01K	﹤0.01%	450
2021 Q3	$11K	Hold	344	–	–	﹤0.01%	461
2021 Q2	$11K	Buy	344 +30	+10%	+$930	﹤0.01%	391
2021 Q1	$10K	Buy	314 +192	+157%	+$5.92K	﹤0.01%	374
2020 Q4	$4K	Buy	122 +4	+3%	+$123	﹤0.01%	482
2020 Q3	$4K	Hold	118	–	–	﹤0.01%	437
2020 Q2	$4K	Buy	118 +44	+59%	+$1.3K	﹤0.01%	427
2020 Q1	$2K	Hold	74	–	–	﹤0.01%	260
2019 Q4	$2K	Hold	74	–	–	﹤0.01%	284
2019 Q3	$2K	Hold	74	–	–	﹤0.01%	261
2019 Q2	$2K	Hold	74	–	–	﹤0.01%	283
2019 Q1	$2K	Hold	74	–	–	﹤0.01%	238
2018 Q4	$2K	Hold	74	–	–	﹤0.01%	235
2018 Q3	$2K	Hold	74	–	–	﹤0.01%	249
2018 Q2	$2K	Buy	+74	New	+$2.02K	﹤0.01%	243

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 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

Financial Management Professionals's SCHP Position: Q2 2026 in Review

Financial Management Professionals held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 24 shares worth $636. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Financial Management Professionals first reported a position in SCHP in Q2 2018 and has held it in 33 quarters since. The position peaked at $25K in Q4 2022. 149 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Financial Management Professionals held 24 shares of Schwab US TIPS ETF worth $636 as of Q2 2026.
Financial Management Professionals left its Schwab US TIPS ETF share count unchanged in Q2 2026.
Schwab US TIPS ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #931 holding.
Financial Management Professionals first reported a position in Schwab US TIPS ETF in Q2 2018 and has held it in 33 quarters since.
Financial Management Professionals's Schwab US TIPS ETF position peaked at $25K in Q4 2022.
149 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.