FAI Advisors, Inc.’s Schwab US TIPS ETF SCHP Stock Holding History

FAI Advisors, Inc.’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	$1.21M	Buy	48,206 +1,450	+3%	+$37.6K	0.47%	47
2026 Q2	$1.24M	Buy	46,756 +2,696	+6%	+$71.9K	0.49%	45
2026 Q1	$1.17M	Buy	44,060 +3,677	+9%	+$98.1K	0.52%	40
2025 Q4	$1.07M	Buy	40,383 +2,274	+6%	+$61K	0.47%	46
2025 Q3	$1.03M	Buy	38,109 +1,001	+3%	+$26.8K	0.46%	45
2025 Q2	$990K	Sell	37,108 -2,706	-7%	-$71.6K	0.49%	44
2025 Q1	$1.07M	Sell	39,814 -12,237	-24%	-$322K	0.57%	39
2024 Q4	$1.34M	Buy	+52,051	New	+$1.37M	0.6%	39

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

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

FAI Advisors, Inc.'s SCHP Position: Q3 2026 in Review

FAI Advisors, Inc. increased its Schwab US TIPS ETF (SCHP) stake by 3.1% in Q3 2026, buying an estimated $37.6K and bringing the position to 48,206 shares worth $1.21M. The position accounts for 0.47% of the portfolio, ranked #47.

FAI Advisors, Inc. first reported a position in SCHP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2024. 281 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

FAI Advisors, Inc. held 48,206 shares of Schwab US TIPS ETF worth $1.21M as of Q3 2026.
FAI Advisors, Inc. bought 1,450 Schwab US TIPS ETF shares in Q3 2026, an estimated $37.6K.
Schwab US TIPS ETF made up 0.47% of FAI Advisors, Inc.'s portfolio in Q3 2026, its #47 holding.
FAI Advisors, Inc. first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 8 quarters since.
FAI Advisors, Inc.'s Schwab US TIPS ETF position peaked at $1.34M in Q4 2024.
281 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.