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Aptus Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Aptus Capital Advisors’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 		$10.4M Buy
393,772
+33,445
+9% +$892K 0.07% 223
2026
Q1 		$9.59M Buy
360,327
+74,472
+26% +$1.99M 0.08% 223
2025
Q4 		$7.57M Buy
285,855
+44,677
+19% +$1.2M 0.05% 259
2025
Q3 		$6.5M Buy
241,178
+30,735
+15% +$823K 0.05% 277
2025
Q2 		$5.61M Buy
210,443
+200,401
+1,996% +$5.3M 0.05% 281
2025
Q1 		$270K Buy
10,042
+96
+1% +$2.52K ﹤0.01% 799
2024
Q4 		$257K Buy
9,946
+382
+4% +$10K ﹤0.01% 818
2024
Q3 		$128K Buy
9,564
+784
+9% +$20.7K ﹤0.01% 825
2024
Q2 		$228K Buy
8,780
+926
+12% +$23.9K ﹤0.01% 703
2024
Q1 		$205K Buy
7,854
+6,884
+710% +$179K ﹤0.01% 729
2023
Q4 		$25.3K Hold
970
– – ﹤0.01% 728
2023
Q3 		$24.5K Sell
970
-192
-17% -$4.95K ﹤0.01% 733
2023
Q2 		$30.5K Buy
+1,162
New +$30.8K ﹤0.01% 623
2023
Q1 		– Sell
-3,228
Closed -$83.6K – 880
2022
Q4 		$83.6K Buy
3,228
+892
+38% +$23.3K ﹤0.01% 547
2022
Q3 		$60K Buy
2,336
+84
+4% +$2.33K ﹤0.01% 539
2022
Q2 		$63K Buy
2,252
+12
+0.5% +$348 ﹤0.01% 455
2022
Q1 		$68K Buy
+2,240
New +$68.7K ﹤0.01% 493
2021
Q3 		– Sell
-14
Closed – – 600
2021
Q2 		$0 Buy
+14
New +$434 ﹤0.01% 602
2020
Q4 		– Sell
-174
Closed -$5K – 522
2020
Q3 		$5K Hold
174
– – ﹤0.01% 435
2020
Q2 		$5K Hold
174
– – ﹤0.01% 387
2020
Q1 		$5K Sell
174
-6
-3% -$172 ﹤0.01% 379
2019
Q4 		$5K Hold
180
– – ﹤0.01% 470
2019
Q3 		$5K Buy
+180
New +$5.1K ﹤0.01% 452

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Aptus Capital Advisors's SCHP Position: Q2 2026 in Review

Aptus Capital Advisors increased its Schwab US TIPS ETF (SCHP) stake by 9.3% in Q2 2026, buying an estimated $892K and bringing the position to 393,772 shares worth $10.4M. The position accounts for 0.07% of the portfolio, ranked #223.

Aptus Capital Advisors first reported a position in SCHP in Q3 2019 and has held it in 23 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Aptus Capital Advisors held 393,772 shares of Schwab US TIPS ETF worth $10.4M as of Q2 2026.
  • Aptus Capital Advisors bought 33,445 Schwab US TIPS ETF shares in Q2 2026, an estimated $892K.
  • Schwab US TIPS ETF made up 0.07% of Aptus Capital Advisors's portfolio in Q2 2026, its #223 holding.
  • Aptus Capital Advisors first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 23 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.