PFG Advisors
SCHP icon

PFG Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

PFG Advisors’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 		$517K Buy
20,573
+12,455
+153% +$323K 0.03% 523
2026
Q2 		$215K Sell
8,118
-3,051
-27% -$81.4K 0.01% 761
2026
Q1 		$297K Sell
11,169
-219
-2% -$5.84K 0.01% 657
2025
Q4 		$302K Buy
+11,388
New +$305K 0.01% 645
2023
Q4 		– Sell
-22,308
Closed -$563K – 629
2023
Q3 		$563K Sell
22,308
-19,126
-46% -$493K 0.05% 338
2023
Q2 		$1.09M Sell
41,434
-13,678
-25% -$363K 0.08% 272
2023
Q1 		$1.48M Sell
55,112
-37,154
-40% -$978K 0.12% 204
2022
Q4 		$2.39M Sell
92,266
-6,594
-7% -$173K 0.23% 121
2022
Q3 		$2.56M Buy
+98,860
New +$2.75M 0.29% 91
2022
Q1 		– Sell
-27,776
Closed -$873K – 518
2021
Q4 		$873K Buy
27,776
+17,174
+162% +$541K 0.09% 278
2021
Q3 		$332K Sell
10,602
-34
-0.3% -$1.07K 0.04% 397
2021
Q2 		$332K Buy
10,636
+3,042
+40% +$94.3K 0.04% 382
2021
Q1 		$232K Buy
+7,594
New +$234K 0.03% 414
2020
Q3 		– Sell
-12,446
Closed -$375K – 366
2020
Q2 		$375K Buy
+12,446
New +$369K 0.08% 222

Other funds holding SCHP

Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

PFG Advisors's SCHP Position: Q3 2026 in Review

PFG Advisors increased its Schwab US TIPS ETF (SCHP) stake by 153% in Q3 2026, buying an estimated $323K and bringing the position to 20,573 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #523.

PFG Advisors first reported a position in SCHP in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.56M in Q3 2022. 338 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • PFG Advisors held 20,573 shares of Schwab US TIPS ETF worth $517K as of Q3 2026.
  • PFG Advisors bought 12,455 Schwab US TIPS ETF shares in Q3 2026, an estimated $323K.
  • Schwab US TIPS ETF made up 0.03% of PFG Advisors's portfolio in Q3 2026, its #523 holding.
  • PFG Advisors first reported a position in Schwab US TIPS ETF in Q2 2020 and has held it in 14 quarters since.
  • PFG Advisors's Schwab US TIPS ETF position peaked at $2.56M in Q3 2022.
  • 338 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.