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Kozak & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Kozak & Associates’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 		– Sell
-110
Closed -$2.94K – 446
2026
Q1 		$2.95K Buy
+110
New +$2.94K ﹤0.01% 353
2023
Q3 		– Sell
-2
Closed -$52 – 412
2023
Q2 		$52 Buy
+2
New +$53 ﹤0.01% 354

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
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
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 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

Kozak & Associates's SCHP Position: Q2 2026 in Review

Kozak & Associates sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 110 shares — an estimated $2.94K sold.

Kozak & Associates first reported a position in SCHP in Q2 2023 and held it in 2 quarters. The position peaked at $2.95K in Q1 2026. 171 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Kozak & Associates reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Kozak & Associates sold 110 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.94K.
  • Kozak & Associates first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 2 quarters.
  • Kozak & Associates's Schwab US TIPS ETF position peaked at $2.95K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.