Kings Path Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Kings Path Partners’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	$4.75M	Sell	179,141 -495	-0.3%	-$13.2K	1.26%	22
2026 Q1	$4.76M	Hold	179,636	–	–	1.67%	17
2025 Q4	$4.76M	Buy	179,636 +2,960	+2%	+$79.4K	1.67%	17
2025 Q3	$4.76M	Sell	176,676 -1,351	-0.8%	-$36.2K	1.75%	17
2025 Q2	$4.75M	Buy	178,027 +49,217	+38%	+$1.3M	1.91%	14
2025 Q1	$3.46M	Buy	128,810 +3,634	+3%	+$95.5K	1.69%	16
2024 Q4	$3.23M	Buy	125,176 +1,610	+1%	+$42.3K	1.38%	16
2024 Q3	$3.31M	Buy	123,566 +8,588	+7%	+$227K	1.39%	15
2024 Q2	$2.99M	Buy	+114,978	New	+$2.97M	1.41%	15

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

Kings Path Partners's SCHP Position: Q2 2026 in Review

Kings Path Partners reduced its Schwab US TIPS ETF (SCHP) stake by 0.28% in Q2 2026, selling an estimated $13.2K and leaving 179,141 shares worth $4.75M. The position accounts for 1.26% of the portfolio, ranked #22.

Kings Path Partners first reported a position in SCHP in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.76M in Q3 2025. 149 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Kings Path Partners held 179,141 shares of Schwab US TIPS ETF worth $4.75M as of Q2 2026.
Kings Path Partners sold 495 Schwab US TIPS ETF shares in Q2 2026, an estimated $13.2K.
Schwab US TIPS ETF made up 1.26% of Kings Path Partners's portfolio in Q2 2026, its #22 holding.
Kings Path Partners first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 9 quarters since.
Kings Path Partners's Schwab US TIPS ETF position peaked at $4.76M in Q3 2025.
149 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.