Hoxton Planning & Management
SCHP icon

Hoxton Planning & Management’s Schwab US TIPS ETF SCHP Stock Holding History

Hoxton Planning & Management’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 		$6.14M Buy
244,484
+14,977
+7% +$388K 1.57% 14
2026
Q2 		$6.08M Buy
229,507
+3,823
+2% +$102K 1.59% 15
2026
Q1 		$6.01M Buy
225,684
+11,944
+6% +$319K 1.8% 13
2025
Q4 		$5.66M Buy
213,740
+10,637
+5% +$285K 1.69% 14
2025
Q3 		$5.47M Buy
203,103
+16,856
+9% +$451K 1.76% 11
2025
Q2 		$4.97M Sell
186,247
-7,680
-4% -$203K 1.72% 14
2025
Q1 		$5.21M Buy
193,927
+19,883
+11% +$523K 1.99% 8
2024
Q4 		$4.5M Buy
174,044
+4,348
+3% +$114K 1.72% 12
2024
Q3 		$4.55M Buy
169,696
+5,046
+3% +$133K 1.76% 12
2024
Q2 		$4.28M Buy
164,650
+5,366
+3% +$139K 1.99% 12
2024
Q1 		$4.15M Buy
159,284
+9,398
+6% +$244K 1.99% 10
2023
Q4 		$3.91M Buy
+149,886
New +$3.81M 2.07% 8

Other funds holding SCHP

Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Lutz Financial Services
Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

Hoxton Planning & Management's SCHP Position: Q3 2026 in Review

Hoxton Planning & Management increased its Schwab US TIPS ETF (SCHP) stake by 6.5% in Q3 2026, buying an estimated $388K and bringing the position to 244,484 shares worth $6.14M. The position accounts for 1.57% of the portfolio, ranked #14.

Hoxton Planning & Management first reported a position in SCHP in Q4 2023 and has held it in 12 quarters since. 466 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Hoxton Planning & Management held 244,484 shares of Schwab US TIPS ETF worth $6.14M as of Q3 2026.
  • Hoxton Planning & Management bought 14,977 Schwab US TIPS ETF shares in Q3 2026, an estimated $388K.
  • Schwab US TIPS ETF made up 1.57% of Hoxton Planning & Management's portfolio in Q3 2026, its #14 holding.
  • Hoxton Planning & Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 12 quarters since.
  • 466 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.