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 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

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

Hoxton Planning & Management's SCHP Position: Q2 2026 in Review

Hoxton Planning & Management increased its Schwab US TIPS ETF (SCHP) stake by 1.7% in Q2 2026, buying an estimated $102K and bringing the position to 229,507 shares worth $6.08M. The position accounts for 1.59% of the portfolio, ranked #15.

Hoxton Planning & Management first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. 149 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Hoxton Planning & Management held 229,507 shares of Schwab US TIPS ETF worth $6.08M as of Q2 2026.
Hoxton Planning & Management bought 3,823 Schwab US TIPS ETF shares in Q2 2026, an estimated $102K.
Schwab US TIPS ETF made up 1.59% of Hoxton Planning & Management's portfolio in Q2 2026, its #15 holding.
Hoxton Planning & Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
149 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.