TF
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Tompkins Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Tompkins Financial’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 		$7.19K Hold
286
– – ﹤0.01% 492
2026
Q2 		$7.58K Buy
286
+11
+4% +$293 ﹤0.01% 472
2026
Q1 		$7.32K Sell
275
-14
-5% -$374 ﹤0.01% 472
2025
Q4 		$7.66K Hold
289
– – ﹤0.01% 467
2025
Q3 		$7.79K Sell
289
-28
-9% -$749 ﹤0.01% 458
2025
Q2 		$8.46K Sell
317
-40
-11% -$1.06K ﹤0.01% 451
2025
Q1 		$9.6K Buy
357
+87
+32% +$2.29K ﹤0.01% 448
2024
Q4 		$6.97K Hold
270
– – ﹤0.01% 449
2024
Q3 		$7.24K Sell
270
-66
-20% -$1.74K ﹤0.01% 496
2024
Q2 		$8.74K Sell
336
-24
-7% -$620 ﹤0.01% 496
2024
Q1 		$9.39K Sell
360
-16
-4% -$415 ﹤0.01% 508
2023
Q4 		$9.81K Sell
376
-852
-69% -$21.7K ﹤0.01% 496
2023
Q3 		$31K Sell
1,228
-44
-3% -$1.13K ﹤0.01% 365
2023
Q2 		$33.3K Sell
1,272
-30
-2% -$795 0.01% 371
2023
Q1 		$34.9K Sell
1,302
-110
-8% -$2.9K 0.01% 368
2022
Q4 		$37K Sell
1,412
-1,500
-52% -$39.2K 0.01% 362
2022
Q3 		$76K Buy
2,912
+2,312
+385% +$64.3K 0.01% 290
2022
Q2 		$17K Hold
600
– – ﹤0.01% 425
2022
Q1 		$18K Buy
+600
New +$18.4K ﹤0.01% 440
2020
Q2 		– Sell
-52
Closed -$1K – 414
2020
Q1 		$1K Buy
+52
New +$1.49K ﹤0.01% 403

Other funds holding SCHP

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Tompkins Financial's SCHP Position: Q3 2026 in Review

Tompkins Financial held its Schwab US TIPS ETF (SCHP) position steady in Q3 2026 at 286 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Tompkins Financial first reported a position in SCHP in Q1 2020 and has held it in 20 quarters since. The position peaked at $76K in Q3 2022. 45 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Tompkins Financial held 286 shares of Schwab US TIPS ETF worth $7.19K as of Q3 2026.
  • Tompkins Financial left its Schwab US TIPS ETF share count unchanged in Q3 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #492 holding.
  • Tompkins Financial first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 20 quarters since.
  • Tompkins Financial's Schwab US TIPS ETF position peaked at $76K in Q3 2022.
  • 45 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.