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AlphaCore Capital’s Schwab US TIPS ETF SCHP Stock Holding History

AlphaCore Capital’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
Q1 		$6.49K Sell
244
-237
-49% -$6.32K ﹤0.01% 1128
2025
Q4 		$12.7K Sell
481
-1,080
-69% -$29K ﹤0.01% 1299
2025
Q3 		$42.1K Buy
1,561
+1,233
+376% +$33K ﹤0.01% 884
2025
Q2 		$8.75K Sell
328
-96
-23% -$2.54K ﹤0.01% 964
2025
Q1 		$11.4K Sell
424
-4
-0.9% -$105 ﹤0.01% 684
2024
Q4 		$11.1K Sell
428
-468
-52% -$12.3K ﹤0.01% 246
2024
Q3 		$24K Buy
896
+718
+403% +$19K 0.01% 237
2024
Q2 		$4.63K Sell
178
-332
-65% -$8.58K ﹤0.01% 222
2024
Q1 		$13.3K Buy
510
+332
+187% +$8.61K ﹤0.01% 165
2023
Q4 		$4.65K Hold
178
– – ﹤0.01% 354
2023
Q3 		$4.49K Sell
178
-26
-13% -$670 ﹤0.01% 345
2023
Q2 		$5.35K Buy
204
+26
+15% +$689 ﹤0.01% 318
2023
Q1 		$4.77K Sell
178
-896
-83% -$23.6K ﹤0.01% 217
2022
Q4 		$27.8K Buy
1,074
+796
+286% +$20.8K 0.01% 117
2022
Q3 		$7K Buy
+278
New +$7.73K ﹤0.01% 119
2021
Q4 		– Sell
-3,326
Closed -$104K – 124
2021
Q3 		$104K Buy
+3,326
New +$105K 0.05% 65
2020
Q3 		– Sell
-18
Closed -$1K – 72
2020
Q2 		$1K Hold
18
– – ﹤0.01% 70
2020
Q1 		$1K Sell
18
-40
-69% -$1.15K ﹤0.01% 328
2019
Q4 		$2K Buy
+58
New +$1.64K ﹤0.01% 126

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AlphaCore Capital's SCHP Position: Q1 2026 in Review

AlphaCore Capital reduced its Schwab US TIPS ETF (SCHP) stake by 49% in Q1 2026, selling an estimated $6.32K and leaving 244 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

AlphaCore Capital first reported a position in SCHP in Q4 2019 and has held it in 19 quarters since. The position peaked at $104K in Q3 2021. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • AlphaCore Capital held 244 shares of Schwab US TIPS ETF worth $6.49K as of Q1 2026.
  • AlphaCore Capital sold 237 Schwab US TIPS ETF shares in Q1 2026, an estimated $6.32K.
  • Schwab US TIPS ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1128 holding.
  • AlphaCore Capital first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 19 quarters since.
  • AlphaCore Capital's Schwab US TIPS ETF position peaked at $104K in Q3 2021.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.