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

Prossimo 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 Q2	$610K	Hold	23,000	–	–	3.52%	8
2026 Q1	$612K	Hold	23,000	–	–	3.72%	8
2025 Q4	$609K	Hold	23,000	–	–	3.92%	8
2025 Q3	$620K	Hold	23,000	–	–	4.56%	7
2025 Q2	$614K	Hold	23,000	–	–	0.49%	61
2025 Q1	$618K	Hold	23,000	–	–	0.46%	69
2024 Q4	$594K	Hold	23,000	–	–	0.43%	70
2024 Q3	$617K	Hold	23,000	–	–	0.45%	71
2024 Q2	$598K	Buy	+23,000	New	+$595K	0.54%	61
2023 Q3	–	Sell	-23,956	Closed	-$628K	–	112
2023 Q2	$628K	Buy	+23,956	New	+$635K	0.61%	54

Other funds holding SCHP

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Prossimo Advisors's SCHP Position: Q2 2026 in Review

Prossimo Advisors held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 23,000 shares worth $610K. The position accounts for 3.52% of the portfolio, ranked #8.

Prossimo Advisors first reported a position in SCHP in Q2 2023 and has held it in 10 quarters since. The position peaked at $628K in Q2 2023. 433 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Prossimo Advisors held 23,000 shares of Schwab US TIPS ETF worth $610K as of Q2 2026.
Prossimo Advisors left its Schwab US TIPS ETF share count unchanged in Q2 2026.
Schwab US TIPS ETF made up 3.52% of Prossimo Advisors's portfolio in Q2 2026, its #8 holding.
Prossimo Advisors first reported a position in Schwab US TIPS ETF in Q2 2023 and has held it in 10 quarters since.
Prossimo Advisors's Schwab US TIPS ETF position peaked at $628K in Q2 2023.
433 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Prossimo Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.