NBC Securities’s Schwab US TIPS ETF SCHP Stock Holding History

NBC Securities’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	$47.3K	Buy	1,884 +656	+53%	+$17K	﹤0.01%	1320
2026 Q2	$32.5K	Hold	1,228	–	–	﹤0.01%	1459
2026 Q1	$32.7K	Hold	1,228	–	–	﹤0.01%	1499
2025 Q4	$32.5K	Buy	1,228 +68	+6%	+$1.82K	﹤0.01%	1542
2025 Q3	$31.3K	Hold	1,160	–	–	﹤0.01%	1527
2025 Q2	$30K	Hold	1,160	–	–	﹤0.01%	1533
2025 Q1	$31K	Buy	1,160 +1,159	+115,900%	+$30.5K	﹤0.01%	1319
2024 Q4	$31	Sell	1 -1,229	-100%	-$32.3K	﹤0.01%	1108
2024 Q3	$32K	Hold	1,230	–	–	﹤0.01%	1320
2024 Q2	$31K	Sell	1,230 -70	-5%	-$1.81K	﹤0.01%	1290
2024 Q1	$33K	Hold	1,300	–	–	﹤0.01%	1268
2023 Q4	$33K	Buy	1,300 +70	+6%	+$1.78K	﹤0.01%	1264
2023 Q3	$31K	Buy	+1,230	New	+$31.7K	﹤0.01%	1283

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

NBC Securities's SCHP Position: Q3 2026 in Review

NBC Securities increased its Schwab US TIPS ETF (SCHP) stake by 53% in Q3 2026, buying an estimated $17K and bringing the position to 1,884 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

NBC Securities first reported a position in SCHP in Q3 2023 and has held it in 13 quarters since. 278 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

NBC Securities held 1,884 shares of Schwab US TIPS ETF worth $47.3K as of Q3 2026.
NBC Securities bought 656 Schwab US TIPS ETF shares in Q3 2026, an estimated $17K.
Schwab US TIPS ETF made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1320 holding.
NBC Securities first reported a position in Schwab US TIPS ETF in Q3 2023 and has held it in 13 quarters since.
278 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.