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Brookstone Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Brookstone Capital Management’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 		$897K Buy
33,851
+6,386
+23% +$170K 0.01% 732
2026
Q1 		$731K Buy
27,465
+4,429
+19% +$118K 0.01% 744
2025
Q4 		$610K Buy
23,036
+3,173
+16% +$85.1K 0.01% 791
2025
Q3 		$535K Buy
19,863
+2,152
+12% +$57.6K 0.01% 794
2025
Q2 		$473K Buy
17,711
+1,447
+9% +$38.3K 0.01% 754
2025
Q1 		$437K Sell
16,264
-996
-6% -$26.2K 0.01% 746
2024
Q4 		$446K Buy
17,260
+4,042
+31% +$106K 0.01% 723
2024
Q3 		$354K Buy
13,218
+3,792
+40% +$100K 0.01% 784
2024
Q2 		$247K Buy
+9,426
New +$244K ﹤0.01% 849
2023
Q4 		– Sell
-67,638
Closed -$1.69M – 909
2023
Q3 		$1.69M Sell
67,638
-20,812
-24% -$536K 0.04% 339
2023
Q2 		$2.28M Sell
88,450
-5,614
-6% -$149K 0.05% 290
2023
Q1 		$2.5M Sell
94,064
-12,932
-12% -$340K 0.05% 286
2022
Q4 		$2.8M Sell
106,996
-15,498
-13% -$405K 0.06% 250
2022
Q3 		$3.19M Sell
122,494
-12,250
-9% -$341K 0.07% 214
2022
Q2 		$3.74M Sell
134,744
-35,524
-21% -$1.03M 0.08% 199
2022
Q1 		$5.05M Sell
170,268
-354,912
-68% -$10.9M 0.1% 188
2021
Q4 		$16.1M Sell
525,180
-19,636
-4% -$618K 0.28% 81
2021
Q3 		$17.1M Sell
544,816
-30,702
-5% -$969K 0.31% 74
2021
Q2 		$18M Buy
+575,518
New +$17.8M 0.32% 78
2016
Q3 		– Sell
-15,300
Closed -$432K – 242
2016
Q2 		$432K Buy
+15,300
New +$425K 0.06% 173

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

Brookstone Capital Management's SCHP Position: Q2 2026 in Review

Brookstone Capital Management increased its Schwab US TIPS ETF (SCHP) stake by 23% in Q2 2026, buying an estimated $170K and bringing the position to 33,851 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #732.

Brookstone Capital Management first reported a position in SCHP in Q2 2016 and has held it in 20 quarters since. The position peaked at $18M in Q2 2021. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Brookstone Capital Management held 33,851 shares of Schwab US TIPS ETF worth $897K as of Q2 2026.
  • Brookstone Capital Management bought 6,386 Schwab US TIPS ETF shares in Q2 2026, an estimated $170K.
  • Schwab US TIPS ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #732 holding.
  • Brookstone Capital Management first reported a position in Schwab US TIPS ETF in Q2 2016 and has held it in 20 quarters since.
  • Brookstone Capital Management's Schwab US TIPS ETF position peaked at $18M in Q2 2021.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.