Focus Financial Network’s Schwab US TIPS ETF SCHP Stock Holding History

Focus Financial Network’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	$9.76M	Buy	368,427 +32,212	+10%	+$859K	0.3%	66
2026 Q1	$8.95M	Buy	336,215 +11,678	+4%	+$312K	0.32%	61
2025 Q4	$8.6M	Sell	324,537 -3,954	-1%	-$106K	0.3%	61
2025 Q3	$8.85M	Buy	328,491 +27,380	+9%	+$733K	0.32%	63
2025 Q2	$8.03M	Buy	301,111 +13,119	+5%	+$347K	0.32%	59
2025 Q1	$7.74M	Buy	287,992 +24,677	+9%	+$649K	0.32%	60
2024 Q4	$6.8M	Buy	263,315 +194,507	+283%	+$5.11M	0.27%	71
2024 Q3	$1.85M	Sell	68,808 -8,562	-11%	-$226K	0.08%	198
2024 Q2	$2.03M	Buy	77,370 +506	+0.7%	+$13.1K	0.09%	172
2024 Q1	$1.97M	Sell	76,864 -13,044	-15%	-$338K	0.1%	154
2023 Q4	$2.35M	Sell	89,908 -7,006	-7%	-$178K	0.09%	189
2023 Q3	$2.45M	Sell	96,914 -9,300	-9%	-$240K	0.14%	130
2023 Q2	$2.78M	Sell	106,214 -38,706	-27%	-$1.03M	0.15%	123
2023 Q1	$3.88M	Buy	+144,920	New	+$3.81M	0.24%	92
2021 Q4	–	Sell	-10,382	Closed	-$325K	–	435
2021 Q3	$325K	Buy	+10,382	New	+$328K	0.04%	325
2020 Q4	–	Sell	-48,660	Closed	-$1.5M	–	468
2020 Q3	$1.5M	Buy	+48,660	New	+$1.49M	0.14%	140
2020 Q2	–	Sell	-59,748	Closed	-$1.72M	–	413
2020 Q1	$1.72M	Sell	59,748 -9,298	-13%	-$266K	0.23%	92
2019 Q4	$1.96M	Sell	69,046 -2,530	-4%	-$71.7K	0.24%	92
2019 Q3	$2.03M	Sell	71,576 -17,656	-20%	-$500K	0.28%	76
2019 Q2	$2.51M	Sell	89,232 -1,322	-1%	-$36.6K	0.37%	58
2019 Q1	$2.49M	Buy	+90,554	New	+$2.44M	0.4%	53

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

Focus Financial Network's SCHP Position: Q2 2026 in Review

Focus Financial Network increased its Schwab US TIPS ETF (SCHP) stake by 9.6% in Q2 2026, buying an estimated $859K and bringing the position to 368,427 shares worth $9.76M. The position accounts for 0.3% of the portfolio, ranked #66.

Focus Financial Network first reported a position in SCHP in Q1 2019 and has held it in 21 quarters since. 149 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Focus Financial Network held 368,427 shares of Schwab US TIPS ETF worth $9.76M as of Q2 2026.
Focus Financial Network bought 32,212 Schwab US TIPS ETF shares in Q2 2026, an estimated $859K.
Schwab US TIPS ETF made up 0.3% of Focus Financial Network's portfolio in Q2 2026, its #66 holding.
Focus Financial Network first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 21 quarters since.
149 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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