MBE Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

MBE Wealth Management’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	$7.58M	Buy	301,603 +8,071	+3%	+$209K	2.67%	8
2026 Q2	$7.78M	Buy	293,532 +5,895	+2%	+$157K	2.73%	8
2026 Q1	$7.65M	Sell	287,637 -22,024	-7%	-$588K	3.18%	8
2025 Q4	$8.2M	Buy	309,661 +14,609	+5%	+$392K	3.43%	6
2025 Q3	$7.95M	Buy	295,052 +4,919	+2%	+$132K	3.44%	6
2025 Q2	$7.74M	Buy	290,133 +6,693	+2%	+$177K	3.37%	8
2025 Q1	$7.62M	Buy	283,440 +38,553	+16%	+$1.01M	3.65%	8
2024 Q4	$6.33M	Buy	244,887 +41,931	+21%	+$1.1M	3.56%	6
2024 Q3	$5.44M	Sell	202,956 -216	-0.1%	-$5.7K	3%	6
2024 Q2	$5.28M	Buy	203,172 +6,126	+3%	+$158K	3.2%	6
2024 Q1	$5.14M	Buy	197,046 +179,440	+1,019%	+$4.66M	3.17%	6
2023 Q4	$460K	Buy	+17,606	New	+$448K	0.24%	51
2022 Q2	–	Sell	-10,336	Closed	-$314K	–	68
2022 Q1	$314K	Buy	+10,336	New	+$317K	0.19%	46

Other funds holding SCHP

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MBE Wealth Management's SCHP Position: Q3 2026 in Review

MBE Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 2.7% in Q3 2026, buying an estimated $209K and bringing the position to 301,603 shares worth $7.58M. The position accounts for 2.67% of the portfolio, ranked #8.

MBE Wealth Management first reported a position in SCHP in Q1 2022 and has held it in 13 quarters since. The position peaked at $8.2M in Q4 2025. 338 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

MBE Wealth Management held 301,603 shares of Schwab US TIPS ETF worth $7.58M as of Q3 2026.
MBE Wealth Management bought 8,071 Schwab US TIPS ETF shares in Q3 2026, an estimated $209K.
Schwab US TIPS ETF made up 2.67% of MBE Wealth Management's portfolio in Q3 2026, its #8 holding.
MBE Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 13 quarters since.
MBE Wealth Management's Schwab US TIPS ETF position peaked at $8.2M in Q4 2025.
338 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.