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KWMG LLC’s Schwab US TIPS ETF SCHP Stock Holding History

KWMG LLC’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 		$387K Sell
15,404
-9
-0.1% -$233 0.03% 125
2026
Q2 		$408K Buy
+15,413
New +$411K 0.03% 125

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

KWMG LLC's SCHP Position: Q3 2026 in Review

KWMG LLC reduced its Schwab US TIPS ETF (SCHP) stake by 0.06% in Q3 2026, selling an estimated $233 and leaving 15,404 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #125.

KWMG LLC first reported a position in SCHP in Q2 2026 and has held it in 2 quarters since. The position peaked at $408K in Q2 2026. 61 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • KWMG LLC held 15,404 shares of Schwab US TIPS ETF worth $387K as of Q3 2026.
  • KWMG LLC sold 9 Schwab US TIPS ETF shares in Q3 2026, an estimated $233.
  • Schwab US TIPS ETF made up 0.03% of KWMG LLC's portfolio in Q3 2026, its #125 holding.
  • KWMG LLC first reported a position in Schwab US TIPS ETF in Q2 2026 and has held it in 2 quarters since.
  • KWMG LLC's Schwab US TIPS ETF position peaked at $408K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.