Windsor Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Windsor Capital 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 Q3	$209K	Buy	+8,320	New	+$215K	0.05%	128

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Windsor Capital Management's SCHP Position: Q3 2026 in Review

Windsor Capital Management opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2026: 8,320 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings.

78 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Windsor Capital Management held 8,320 shares of Schwab US TIPS ETF worth $209K as of Q3 2026.
Schwab US TIPS ETF was a new Windsor Capital Management position in Q3 2026.
Schwab US TIPS ETF made up 0.05% of Windsor Capital Management's portfolio in Q3 2026, its #128 holding.
78 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.