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Trademark Financial Management’s Schwab US TIPS ETF SCHP Stock Holding History

Trademark Financial 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
Q2 		$226K Buy
+8,531
New +$228K 0.09% 100

Other funds holding SCHP

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Trademark Financial Management's SCHP Position: Q2 2026 in Review

Trademark Financial Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 8,531 shares worth $226K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings.

369 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Trademark Financial Management held 8,531 shares of Schwab US TIPS ETF worth $226K as of Q2 2026.
  • Schwab US TIPS ETF was a new Trademark Financial Management position in Q2 2026.
  • Schwab US TIPS ETF made up 0.09% of Trademark Financial Management's portfolio in Q2 2026, its #100 holding.
  • 369 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.