Toth Financial Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Toth Financial Advisory’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 Q2	$9.96K	Hold	376	–	–	﹤0.01%	578
2026 Q1	$10K	Hold	376	–	–	﹤0.01%	558
2025 Q4	$9.96K	Sell	376 -1,200	-76%	-$32.2K	﹤0.01%	550
2025 Q3	$42.5K	Hold	1,576	–	–	﹤0.01%	375
2025 Q2	$42K	Sell	1,576 -1,030	-40%	-$27.3K	﹤0.01%	332
2025 Q1	$70.1K	Hold	2,606	–	–	0.01%	263
2024 Q4	$67.3K	Hold	2,606	–	–	0.01%	265
2024 Q3	$69.9K	Sell	2,606 -20	-0.8%	-$528	0.01%	259
2024 Q2	$68.3K	Hold	2,626	–	–	0.01%	264
2024 Q1	$68.5K	Sell	2,626 -1,304	-33%	-$33.8K	0.01%	265
2023 Q4	$103K	Sell	3,930 -700	-15%	-$17.8K	0.01%	235
2023 Q3	$117K	Buy	4,630 +30	+0.7%	+$773	0.02%	216
2023 Q2	$121K	Sell	4,600 -740	-14%	-$19.6K	0.02%	218
2023 Q1	$143K	Sell	5,340 -1,720	-24%	-$45.3K	0.02%	205
2022 Q4	$183K	Sell	7,060 -100	-1%	-$2.62K	0.03%	191
2022 Q3	$185K	Sell	7,160 -1,080	-13%	-$30K	0.03%	170
2022 Q2	$230K	Sell	8,240 -768	-9%	-$22.3K	0.04%	171
2022 Q1	$273K	Buy	9,008 +738	+9%	+$22.6K	0.04%	176
2021 Q4	$260K	Buy	8,270 +1,412	+21%	+$44.5K	0.04%	189
2021 Q3	$215K	Buy	6,858 +1,384	+25%	+$43.7K	0.03%	195
2021 Q2	$171K	Buy	5,474 +1,800	+49%	+$55.8K	0.03%	185
2021 Q1	$112K	Sell	3,674 -756	-17%	-$23.3K	0.02%	226
2020 Q4	$138K	Buy	4,430 +298	+7%	+$9.15K	0.02%	202
2020 Q3	$127K	Buy	4,132 +2,082	+102%	+$63.8K	0.02%	200
2020 Q2	$62K	Buy	2,050 +20	+1%	+$592	0.01%	214
2020 Q1	$58K	Buy	2,030 +534	+36%	+$15.3K	0.02%	173
2019 Q4	$42K	Buy	1,496 +488	+48%	+$13.8K	0.01%	221
2019 Q3	$29K	Buy	1,008 +92	+10%	+$2.61K	0.01%	250
2019 Q2	$26K	Hold	916	–	–	0.01%	259
2019 Q1	$25K	Hold	916	–	–	0.01%	252
2018 Q4	$24K	Sell	916 -6,980	-88%	-$186K	0.01%	227
2018 Q3	$213K	Buy	7,896 +200	+3%	+$5.45K	0.05%	151
2018 Q2	$211K	Sell	7,696 -140	-2%	-$3.82K	0.05%	147
2018 Q1	$215K	Sell	7,836 -424	-5%	-$11.6K	0.05%	148
2017 Q4	$229K	Buy	+8,260	New	+$228K	0.05%	143

Other funds holding SCHP

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Toth Financial Advisory's SCHP Position: Q2 2026 in Review

Toth Financial Advisory held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 376 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Toth Financial Advisory first reported a position in SCHP in Q4 2017 and has held it in 35 quarters since. The position peaked at $273K in Q1 2022. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Toth Financial Advisory held 376 shares of Schwab US TIPS ETF worth $9.96K as of Q2 2026.
Toth Financial Advisory left its Schwab US TIPS ETF share count unchanged in Q2 2026.
Schwab US TIPS ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #578 holding.
Toth Financial Advisory first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's Schwab US TIPS ETF position peaked at $273K in Q1 2022.
127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.