Apella Capital
SCHP icon

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

Apella 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
Q3 		$254K Sell
10,096
-8,579
-46% -$222K ﹤0.01% 678
2026
Q2 		$490K Buy
18,675
+340
+2% +$9.07K 0.01% 477
2026
Q1 		$492K Sell
18,335
-3,751
-17% -$100K 0.01% 468
2025
Q4 		$585K Buy
22,086
+642
+3% +$17.2K 0.01% 336
2025
Q3 		$580K Buy
21,444
+13,881
+184% +$371K 0.01% 305
2025
Q2 		$200K Buy
+7,563
New +$200K 0.01% 413

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Apella Capital's SCHP Position: Q3 2026 in Review

Apella Capital reduced its Schwab US TIPS ETF (SCHP) stake by 46% in Q3 2026, selling an estimated $222K and leaving 10,096 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Apella Capital first reported a position in SCHP in Q2 2025 and has held it in 6 quarters since. The position peaked at $585K in Q4 2025. 692 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Apella Capital held 10,096 shares of Schwab US TIPS ETF worth $254K as of Q3 2026.
  • Apella Capital sold 8,579 Schwab US TIPS ETF shares in Q3 2026, an estimated $222K.
  • Schwab US TIPS ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #678 holding.
  • Apella Capital first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 6 quarters since.
  • Apella Capital's Schwab US TIPS ETF position peaked at $585K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.