SFS
SCHP icon

Summit Financial Strategies’s Schwab US TIPS ETF SCHP Stock Holding History

Summit Financial Strategies’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 		$2.95M Sell
117,432
-3,049
-3% -$79K 0.2% 43
2026
Q2 		$3.19M Buy
120,481
+1,126
+0.9% +$30K 0.22% 41
2026
Q1 		$3.18M Buy
119,355
+4,297
+4% +$115K 0.25% 37
2025
Q4 		$3.05M Buy
115,058
+5,261
+5% +$141K 0.25% 38
2025
Q3 		$2.96M Buy
109,797
+145
+0.1% +$3.88K 0.25% 38
2025
Q2 		$2.93M Buy
109,652
+2,659
+2% +$70.4K 0.27% 37
2025
Q1 		$2.88M Buy
106,993
+12,310
+13% +$324K 0.29% 32
2024
Q4 		$2.45M Buy
94,683
+8,221
+10% +$216K 0.27% 35
2024
Q3 		$2.32M Buy
86,462
+3,954
+5% +$104K 0.26% 35
2024
Q2 		$2.15M Buy
82,508
+6,824
+9% +$176K 0.27% 35
2024
Q1 		$1.97M Buy
75,684
+3,848
+5% +$99.8K 0.28% 34
2023
Q4 		$1.87M Buy
71,836
+60,470
+532% +$1.54M 0.29% 33
2023
Q3 		$287K Buy
11,366
+1,620
+17% +$41.8K 0.05% 100
2023
Q2 		$255K Buy
9,746
+964
+11% +$25.6K 0.05% 104
2023
Q1 		$235K Buy
+8,782
New +$231K 0.05% 108
2022
Q3 		– Sell
-7,984
Closed -$223K – 123
2022
Q2 		$223K Sell
7,984
-498
-6% -$14.5K 0.05% 108
2022
Q1 		$257K Buy
8,482
+26
+0.3% +$797 0.05% 95
2021
Q4 		$266K Buy
8,456
+780
+10% +$24.6K 0.05% 99
2021
Q3 		$240K Buy
7,676
+596
+8% +$18.8K 0.05% 105
2021
Q2 		$221K Sell
7,080
-162
-2% -$5.02K 0.04% 111
2021
Q1 		$221K Buy
+7,242
New +$223K 0.08% 64

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
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
FAG
Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Avior Wealth Management
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies's SCHP Position: Q3 2026 in Review

Summit Financial Strategies reduced its Schwab US TIPS ETF (SCHP) stake by 2.5% in Q3 2026, selling an estimated $79K and leaving 117,432 shares worth $2.95M. The position accounts for 0.2% of the portfolio, ranked #43.

Summit Financial Strategies first reported a position in SCHP in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.19M in Q2 2026. 101 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Summit Financial Strategies held 117,432 shares of Schwab US TIPS ETF worth $2.95M as of Q3 2026.
  • Summit Financial Strategies sold 3,049 Schwab US TIPS ETF shares in Q3 2026, an estimated $79K.
  • Schwab US TIPS ETF made up 0.2% of Summit Financial Strategies's portfolio in Q3 2026, its #43 holding.
  • Summit Financial Strategies first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 21 quarters since.
  • Summit Financial Strategies's Schwab US TIPS ETF position peaked at $3.19M in Q2 2026.
  • 101 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.