Blue Fin Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Blue Fin 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	$1.5M	Sell	56,699 -351	-0.6%	-$9.37K	0.22%	66
2026 Q1	$1.52M	Sell	57,050 -3,872	-6%	-$103K	0.25%	63
2025 Q4	$1.61M	Sell	60,922 -341	-0.6%	-$9.15K	0.25%	61
2025 Q3	$1.65M	Sell	61,263 -41	-0.1%	-$1.1K	0.26%	57
2025 Q2	$1.64M	Sell	61,304 -78	-0.1%	-$2.06K	0.28%	58
2025 Q1	$1.65M	Sell	61,382 -356	-0.6%	-$9.36K	0.32%	58
2024 Q4	$1.59M	Sell	61,738 -3,370	-5%	-$88.6K	0.29%	58
2024 Q3	$1.75M	Sell	65,108 -3,754	-5%	-$99.1K	0.33%	55
2024 Q2	$1.79M	Sell	68,862 -2,994	-4%	-$77.4K	0.36%	50
2024 Q1	$1.87M	Sell	71,856 -5,786	-7%	-$150K	0.42%	47
2023 Q4	$2.03M	Buy	77,642 +20,738	+36%	+$528K	0.52%	42
2023 Q3	$1.44M	Buy	56,904 +7,966	+16%	+$205K	0.42%	56
2023 Q2	$1.28M	Buy	+48,938	New	+$1.3M	0.37%	58
2023 Q1	–	Sell	-10,030	Closed	-$260K	–	131
2022 Q4	$260K	Buy	+10,030	New	+$262K	0.1%	116

Other funds holding SCHP

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blue Fin Capital's SCHP Position: Q2 2026 in Review

Blue Fin Capital reduced its Schwab US TIPS ETF (SCHP) stake by 0.62% in Q2 2026, selling an estimated $9.37K and leaving 56,699 shares worth $1.5M. The position accounts for 0.22% of the portfolio, ranked #66.

Blue Fin Capital first reported a position in SCHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.03M in Q4 2023. 415 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Blue Fin Capital held 56,699 shares of Schwab US TIPS ETF worth $1.5M as of Q2 2026.
Blue Fin Capital sold 351 Schwab US TIPS ETF shares in Q2 2026, an estimated $9.37K.
Schwab US TIPS ETF made up 0.22% of Blue Fin Capital's portfolio in Q2 2026, its #66 holding.
Blue Fin Capital first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 14 quarters since.
Blue Fin Capital's Schwab US TIPS ETF position peaked at $2.03M in Q4 2023.
415 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.