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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
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

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Apella Capital's SCHP Position: Q2 2026 in Review

Apella Capital increased its Schwab US TIPS ETF (SCHP) stake by 1.9% in Q2 2026, buying an estimated $9.07K and bringing the position to 18,675 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #477.

Apella Capital first reported a position in SCHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $585K in Q4 2025. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Apella Capital held 18,675 shares of Schwab US TIPS ETF worth $490K as of Q2 2026.
  • Apella Capital bought 340 Schwab US TIPS ETF shares in Q2 2026, an estimated $9.07K.
  • Schwab US TIPS ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #477 holding.
  • Apella Capital first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • Apella Capital's Schwab US TIPS ETF position peaked at $585K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.