Seed Wealth Management
SCHP icon

Seed Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Seed Wealth Management’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 		$2.53M Sell
100,760
-58,805
-37% -$1.52M 1.59% 14
2026
Q2 		$4.23M Sell
159,565
-62,295
-28% -$1.66M 2.68% 9
2026
Q1 		$5.9M Buy
221,860
+7,295
+3% +$195K 4.06% 4
2025
Q4 		$5.68M Sell
214,565
-3,810
-2% -$102K 3.92% 3
2025
Q3 		$5.89M Sell
218,375
-205
-0.1% -$5.49K 4.06% 3
2025
Q2 		$5.83M Buy
218,580
+24,825
+13% +$657K 4.35% 2
2025
Q1 		$5.21M Buy
193,755
+22,335
+13% +$587K 4.24% 3
2024
Q4 		$4.43M Buy
171,420
+39,380
+30% +$1.03M 3.58% 4
2024
Q3 		$3.54M Sell
132,040
-190
-0.1% -$5.02K 2.83% 6
2024
Q2 		$3.44M Buy
132,230
+43,140
+48% +$1.12M 3% 6
2024
Q1 		$2.31M Sell
89,090
-2,040
-2% -$52.9K 2.2% 10
2023
Q4 		$2.38M Buy
+91,130
New +$2.32M 2.4% 10

Other funds holding SCHP

Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Seed Wealth Management's SCHP Position: Q3 2026 in Review

Seed Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 37% in Q3 2026, selling an estimated $1.52M and leaving 100,760 shares worth $2.53M. The position accounts for 1.59% of the portfolio, ranked #14.

Seed Wealth Management first reported a position in SCHP in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.9M in Q1 2026. 338 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Seed Wealth Management held 100,760 shares of Schwab US TIPS ETF worth $2.53M as of Q3 2026.
  • Seed Wealth Management sold 58,805 Schwab US TIPS ETF shares in Q3 2026, an estimated $1.52M.
  • Schwab US TIPS ETF made up 1.59% of Seed Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Seed Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 12 quarters since.
  • Seed Wealth Management's Schwab US TIPS ETF position peaked at $5.9M in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Seed Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.