Focus Financial Network
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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
Q3 		$9.7M Buy
387,357
+18,930
+5% +$490K 0.29% 65
2026
Q2 		$9.8M 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

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
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
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
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

Focus Financial Network's SCHP Position: Q3 2026 in Review

Focus Financial Network increased its Schwab US TIPS ETF (SCHP) stake by 5.1% in Q3 2026, buying an estimated $490K and bringing the position to 387,357 shares worth $9.7M. The position accounts for 0.29% of the portfolio, ranked #65.

Focus Financial Network first reported a position in SCHP in Q1 2019 and has held it in 22 quarters since. The position peaked at $9.8M in Q2 2026. 183 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Focus Financial Network held 387,357 shares of Schwab US TIPS ETF worth $9.7M as of Q3 2026.
  • Focus Financial Network bought 18,930 Schwab US TIPS ETF shares in Q3 2026, an estimated $490K.
  • Schwab US TIPS ETF made up 0.29% of Focus Financial Network's portfolio in Q3 2026, its #65 holding.
  • Focus Financial Network first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 22 quarters since.
  • Focus Financial Network's Schwab US TIPS ETF position peaked at $9.8M in Q2 2026.
  • 183 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.