Olistico Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Olistico Wealth’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	$9.9K	Sell	392 -158	-29%	-$4.09K	﹤0.01%	261
2026 Q2	$14.6K	Sell	550 -564	-51%	-$15K	0.01%	227
2026 Q1	$29.6K	Hold	1,114	–	–	0.01%	191
2025 Q4	$29.5K	Buy	+1,114	New	+$29.9K	0.01%	191
2025 Q3	–	Sell	-1,410	Closed	-$37.6K	–	289
2025 Q2	$37.6K	Sell	1,410 -1,619	-53%	-$42.8K	0.02%	187
2025 Q1	$81.4K	Buy	3,029 +3	+0.1%	+$79	0.05%	136
2024 Q4	$78.2K	Sell	3,026 -870	-22%	-$22.9K	0.05%	139
2024 Q3	$105K	Sell	3,896 -2,376	-38%	-$62.8K	0.06%	129
2024 Q2	$163K	Buy	+6,272	New	+$162K	0.1%	105
2024 Q1	–	Sell	-8,300	Closed	-$217K	–	107
2023 Q4	$217K	Sell	8,300 -4,768	-36%	-$121K	0.17%	100
2023 Q3	$330K	Sell	13,068 -800	-6%	-$20.6K	0.29%	78
2023 Q2	$364K	Sell	13,868 -108	-0.8%	-$2.86K	0.31%	80
2023 Q1	$375K	Sell	13,976 -438	-3%	-$11.5K	0.36%	71
2022 Q4	$373K	Buy	+14,414	New	+$377K	0.4%	69

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

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

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Olistico Wealth's SCHP Position: Q3 2026 in Review

Olistico Wealth reduced its Schwab US TIPS ETF (SCHP) stake by 29% in Q3 2026, selling an estimated $4.09K and leaving 392 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Olistico Wealth first reported a position in SCHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $375K in Q1 2023. 233 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Olistico Wealth held 392 shares of Schwab US TIPS ETF worth $9.9K as of Q3 2026.
Olistico Wealth sold 158 Schwab US TIPS ETF shares in Q3 2026, an estimated $4.09K.
Schwab US TIPS ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #261 holding.
Olistico Wealth first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 14 quarters since.
Olistico Wealth's Schwab US TIPS ETF position peaked at $375K in Q1 2023.
233 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.