SWS Partners’s Schwab US TIPS ETF SCHP Stock Holding History

SWS Partners’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	$1.42M	Buy	56,518 +3,372	+6%	+$87.3K	0.31%	81
2026 Q2	$1.41M	Buy	53,146 +476	+0.9%	+$12.7K	0.3%	82
2026 Q1	$1.4M	Buy	52,670 +6,281	+14%	+$168K	0.35%	85
2025 Q4	$1.23M	Buy	46,389 +1,732	+4%	+$46.5K	0.3%	89
2025 Q3	$1.2M	Buy	44,657 +3,068	+7%	+$82.1K	0.29%	91
2025 Q2	$1.11M	Buy	41,589 +5,868	+16%	+$155K	0.3%	91
2025 Q1	$961K	Buy	35,721 +9,484	+36%	+$249K	0.32%	88
2024 Q4	$678K	Buy	+26,237	New	+$690K	0.21%	101
2024 Q3	–	Sell	-1,536	Closed	-$39.9K	–	263
2024 Q2	$39.9K	Buy	+1,536	New	+$39.7K	0.01%	175
2018 Q2	–	Sell	-1,128	Closed	-$31K	–	273
2018 Q1	$31K	Sell	1,128 -276	-20%	-$7.55K	0.02%	181
2017 Q4	$39K	Buy	+1,404	New	+$38.8K	0.03%	167

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

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 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

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

SWS Partners's SCHP Position: Q3 2026 in Review

SWS Partners increased its Schwab US TIPS ETF (SCHP) stake by 6.3% in Q3 2026, buying an estimated $87.3K and bringing the position to 56,518 shares worth $1.42M. The position accounts for 0.31% of the portfolio, ranked #81.

SWS Partners first reported a position in SCHP in Q4 2017 and has held it in 11 quarters since. 409 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

SWS Partners held 56,518 shares of Schwab US TIPS ETF worth $1.42M as of Q3 2026.
SWS Partners bought 3,372 Schwab US TIPS ETF shares in Q3 2026, an estimated $87.3K.
Schwab US TIPS ETF made up 0.31% of SWS Partners's portfolio in Q3 2026, its #81 holding.
SWS Partners first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 11 quarters since.
409 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.