Krilogy Financial
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Krilogy Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Krilogy Financial’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 		$784K Buy
31,116
+9,676
+45% +$251K 0.02% 495
2026
Q2 		$568K Buy
21,440
+1,213
+6% +$32.4K 0.02% 592
2026
Q1 		$542K Buy
+20,227
New +$540K 0.02% 553
2023
Q2 		– Sell
-10,544
Closed -$283K – 355
2023
Q1 		$283K Buy
10,544
+2,556
+32% +$67.3K 0.02% 340
2022
Q4 		$207K Buy
+7,988
New +$209K 0.02% 361
2022
Q3 		– Sell
-7,950
Closed -$222K – 320
2022
Q2 		$222K Buy
7,950
+66
+0.8% +$1.92K 0.03% 287
2022
Q1 		$239K Buy
7,884
+412
+6% +$12.6K 0.02% 281
2021
Q4 		$235K Sell
7,472
-148
-2% -$4.66K 0.02% 249
2021
Q3 		$238K Buy
7,620
+208
+3% +$6.56K 0.02% 252
2021
Q2 		$232K Sell
7,412
-4,018
-35% -$125K 0.02% 251
2021
Q1 		$350K Sell
11,430
-4,976
-30% -$153K 0.04% 200
2020
Q4 		$509K Buy
+16,406
New +$504K 0.06% 176
2018
Q4 		– Sell
-2,004
Closed -$54K – 563
2018
Q3 		$54K Buy
+2,004
New +$54.6K 0.01% 304
2018
Q2 		– Sell
-1,992
Closed -$55K – 532
2018
Q1 		$55K Sell
1,992
-34
-2% -$930 0.01% 311
2017
Q4 		$56K Buy
2,026
+770
+61% +$21.3K 0.01% 304
2017
Q3 		$35K Buy
1,256
+4
+0.3% +$111 0.01% 396
2017
Q2 		$34K Buy
1,252
+274
+28% +$7.6K 0.01% 372
2017
Q1 		$27K Hold
978
– – 0.01% 382
2016
Q4 		$27K Sell
978
-226
-19% -$6.3K 0.01% 382
2016
Q3 		$34K Sell
1,204
-200
-14% -$5.67K 0.01% 365
2016
Q2 		$40K Sell
1,404
-234
-14% -$6.51K 0.01% 339
2016
Q1 		$45K Buy
+1,638
New +$44.3K 0.02% 278
2015
Q4 		– Sell
-3,490
Closed -$94K – 575
2015
Q3 		$94K Buy
+3,490
New +$94.2K 0.04% 141

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Krilogy Financial's SCHP Position: Q3 2026 in Review

Krilogy Financial increased its Schwab US TIPS ETF (SCHP) stake by 45% in Q3 2026, buying an estimated $251K and bringing the position to 31,116 shares worth $784K. The position accounts for 0.02% of the portfolio, ranked #495.

Krilogy Financial first reported a position in SCHP in Q3 2015 and has held it in 23 quarters since. 253 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Krilogy Financial held 31,116 shares of Schwab US TIPS ETF worth $784K as of Q3 2026.
  • Krilogy Financial bought 9,676 Schwab US TIPS ETF shares in Q3 2026, an estimated $251K.
  • Schwab US TIPS ETF made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #495 holding.
  • Krilogy Financial first reported a position in Schwab US TIPS ETF in Q3 2015 and has held it in 23 quarters since.
  • 253 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.