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Mason & Associates (California)’s Schwab US TIPS ETF SCHP Stock Holding History

Mason & Associates (California)’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 		$510K Buy
+19,241
New +$513K 0.08% 119

Other funds holding SCHP

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Mason & Associates (California)'s SCHP Position: Q2 2026 in Review

Mason & Associates (California) opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 19,241 shares worth $510K. The stake represents 0.08% of the portfolio and ranks #119 among its holdings.

369 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Mason & Associates (California) held 19,241 shares of Schwab US TIPS ETF worth $510K as of Q2 2026.
  • Schwab US TIPS ETF was a new Mason & Associates (California) position in Q2 2026.
  • Schwab US TIPS ETF made up 0.08% of Mason & Associates (California)'s portfolio in Q2 2026, its #119 holding.
  • 369 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.