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Bear Mountain Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Bear Mountain 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 		$79 Hold
3
– – ﹤0.01% 204
2026
Q1 		$81 Hold
3
– – ﹤0.01% 187
2025
Q4 		$80 Sell
3
-39
-93% -$1.05K ﹤0.01% 190
2025
Q3 		$1.14K Buy
+42
New +$1.12K ﹤0.01% 161

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
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 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

Bear Mountain Capital's SCHP Position: Q2 2026 in Review

Bear Mountain Capital held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 3 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Bear Mountain Capital first reported a position in SCHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.14K in Q3 2025. 171 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Bear Mountain Capital held 3 shares of Schwab US TIPS ETF worth $79 as of Q2 2026.
  • Bear Mountain Capital left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #204 holding.
  • Bear Mountain Capital first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • Bear Mountain Capital's Schwab US TIPS ETF position peaked at $1.14K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.