Private Client Services’s Schwab US TIPS ETF SCHP Stock Holding History

Private Client Services’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	$3.25M	Sell	129,481 -1,908	-1%	-$49.4K	0.87%	24
2026 Q2	$3.48M	Sell	131,389 -4,449	-3%	-$119K	0.91%	21
2026 Q1	$3.61M	Buy	135,838 +1,872	+1%	+$49.9K	1.08%	22
2025 Q4	$3.55M	Buy	133,966 +23,594	+21%	+$633K	1.11%	23
2025 Q3	$2.97M	Buy	110,372 +47,130	+75%	+$1.26M	1%	25
2025 Q2	$1.69M	Buy	63,242 +22,109	+54%	+$585K	0.66%	39
2025 Q1	$1.11M	Buy	41,133 +26,721	+185%	+$703K	0.55%	48
2024 Q4	$372K	Sell	14,412 -2,554	-15%	-$67.1K	0.2%	103
2024 Q3	$455K	Buy	16,966 +5,360	+46%	+$142K	0.24%	86
2024 Q2	$302K	Buy	11,606 +578	+5%	+$14.9K	0.19%	99
2024 Q1	$288K	Buy	11,028 +2,234	+25%	+$58K	0.19%	101
2023 Q4	$230K	Buy	+8,794	New	+$224K	0.19%	118

Other funds holding SCHP

QCM

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

BWP

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

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Private Client Services's SCHP Position: Q3 2026 in Review

Private Client Services reduced its Schwab US TIPS ETF (SCHP) stake by 1.5% in Q3 2026, selling an estimated $49.4K and leaving 129,481 shares worth $3.25M. The position accounts for 0.87% of the portfolio, ranked #24.

Private Client Services first reported a position in SCHP in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.61M in Q1 2026. 60 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Private Client Services held 129,481 shares of Schwab US TIPS ETF worth $3.25M as of Q3 2026.
Private Client Services sold 1,908 Schwab US TIPS ETF shares in Q3 2026, an estimated $49.4K.
Schwab US TIPS ETF made up 0.87% of Private Client Services's portfolio in Q3 2026, its #24 holding.
Private Client Services first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 12 quarters since.
Private Client Services's Schwab US TIPS ETF position peaked at $3.61M in Q1 2026.
60 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.