Yoder Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Yoder Wealth 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	–	Sell	-18,400	Closed	-$488K	–	137
2026 Q2	$488K	Hold	18,400	–	–	0.19%	75
2026 Q1	$490K	Hold	18,400	–	–	0.22%	67
2025 Q4	$487K	Hold	18,400	–	–	0.22%	71
2025 Q3	$496K	Hold	18,400	–	–	0.23%	68
2025 Q2	$491K	Hold	18,400	–	–	0.26%	64
2025 Q1	$495K	Hold	18,400	–	–	0.28%	64
2024 Q4	$475K	Hold	18,400	–	–	0.26%	66
2024 Q3	$493K	Hold	18,400	–	–	0.3%	59
2024 Q2	$478K	Hold	18,400	–	–	0.31%	59
2024 Q1	$480K	Hold	18,400	–	–	0.31%	57
2023 Q4	$480K	Sell	18,400 -3,400	-16%	-$86.5K	0.34%	57
2023 Q3	$550K	Sell	21,800 -1,000	-4%	-$25.8K	0.45%	50
2023 Q2	$598K	Buy	+22,800	New	+$604K	0.47%	45

Other funds holding SCHP

QCM

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 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

FAG

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

MTC

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

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Yoder Wealth Management's SCHP Position: Q3 2026 in Review

Yoder Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2026, closing a stake of 18,400 shares — an estimated $488K sold.

Yoder Wealth Management first reported a position in SCHP in Q2 2023 and held it in 13 quarters. The position peaked at $598K in Q2 2023. 155 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Yoder Wealth Management reported no remaining Schwab US TIPS ETF position as of Q3 2026 after selling out during the quarter.
Yoder Wealth Management sold 18,400 Schwab US TIPS ETF shares in Q3 2026, an estimated $488K.
Yoder Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 13 quarters.
Yoder Wealth Management's Schwab US TIPS ETF position peaked at $598K in Q2 2023.
155 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.