PCS
SCHP icon

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
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 $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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return