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Omni 360 Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Omni 360 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
Q2 		$902K Buy
34,046
+2,055
+6% +$54.8K 0.42% 54
2026
Q1 		$851K Buy
31,991
+310
+1% +$8.27K 0.44% 51
2025
Q4 		$843K Buy
31,681
+1,288
+4% +$34.5K 0.43% 55
2025
Q3 		$819K Buy
30,393
+605
+2% +$16.2K 0.46% 52
2025
Q2 		$795K Buy
29,788
+956
+3% +$25.3K 0.49% 48
2025
Q1 		$775K Sell
28,832
-979
-3% -$25.7K 0.52% 46
2024
Q4 		$770K Sell
29,811
-27
-0.1% -$710 0.51% 50
2024
Q3 		$800K Sell
29,838
-508
-2% -$13.4K 0.55% 47
2024
Q2 		$789K Sell
30,346
-790
-3% -$20.4K 0.6% 44
2024
Q1 		$812K Buy
31,136
+438
+1% +$11.4K 0.67% 41
2023
Q4 		$801K Buy
+30,698
New +$781K 0.75% 37

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Omni 360 Wealth's SCHP Position: Q2 2026 in Review

Omni 360 Wealth increased its Schwab US TIPS ETF (SCHP) stake by 6.4% in Q2 2026, buying an estimated $54.8K and bringing the position to 34,046 shares worth $902K. The position accounts for 0.42% of the portfolio, ranked #54.

Omni 360 Wealth first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. 150 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Omni 360 Wealth held 34,046 shares of Schwab US TIPS ETF worth $902K as of Q2 2026.
  • Omni 360 Wealth bought 2,055 Schwab US TIPS ETF shares in Q2 2026, an estimated $54.8K.
  • Schwab US TIPS ETF made up 0.42% of Omni 360 Wealth's portfolio in Q2 2026, its #54 holding.
  • Omni 360 Wealth first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
  • 150 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.