Physician Wealth Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Physician Wealth Solutions’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	$1.99M	Buy	79,164 +7,157	+10%	+$185K	0.78%	23
2026 Q2	$1.91M	Hold	72,007	–	–	0.72%	24
2026 Q1	$1.92M	Sell	72,007 -6,034	-8%	-$161K	0.79%	24
2025 Q4	$2.07M	Hold	78,041	–	–	0.88%	25
2025 Q3	$2.1M	Hold	78,041	–	–	0.92%	24
2025 Q2	$2.08M	Sell	78,041 -3,880	-5%	-$103K	0.97%	24
2025 Q1	$2.2M	Sell	81,921 -2,372	-3%	-$62.4K	1.11%	23
2024 Q4	$2.18M	Buy	84,293 +364	+0.4%	+$9.6K	1.09%	23
2024 Q3	$2.21M	Buy	83,929 +3,525	+4%	+$93.1K	1.1%	23
2024 Q2	$2.09M	Buy	80,404 +962	+1%	+$24.9K	1.49%	22
2024 Q1	$2.07M	Buy	79,442 +1,944	+3%	+$50.4K	1.74%	21
2023 Q4	$2.02M	Buy	+77,498	New	+$1.97M	2.02%	21

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

Physician Wealth Solutions's SCHP Position: Q3 2026 in Review

Physician Wealth Solutions increased its Schwab US TIPS ETF (SCHP) stake by 9.9% in Q3 2026, buying an estimated $185K and bringing the position to 79,164 shares worth $1.99M. The position accounts for 0.78% of the portfolio, ranked #23.

Physician Wealth Solutions first reported a position in SCHP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.21M in Q3 2024. 233 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Physician Wealth Solutions held 79,164 shares of Schwab US TIPS ETF worth $1.99M as of Q3 2026.
Physician Wealth Solutions bought 7,157 Schwab US TIPS ETF shares in Q3 2026, an estimated $185K.
Schwab US TIPS ETF made up 0.78% of Physician Wealth Solutions's portfolio in Q3 2026, its #23 holding.
Physician Wealth Solutions first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's Schwab US TIPS ETF position peaked at $2.21M in Q3 2024.
233 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.