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Bulwark Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Bulwark 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 		$8.86M Buy
334,258
+40,212
+14% +$1.07M 4.99% 6
2026
Q1 		$7.82M Buy
294,046
+44,895
+18% +$1.2M 4.82% 8
2025
Q4 		$6.6M Buy
249,151
+42,799
+21% +$1.15M 4.69% 8
2025
Q3 		$5.56M Buy
206,352
+14,268
+7% +$382K 4.33% 8
2025
Q2 		$5.12M Buy
+192,084
New +$5.08M 4.32% 6

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

Bulwark Capital's SCHP Position: Q2 2026 in Review

Bulwark Capital increased its Schwab US TIPS ETF (SCHP) stake by 14% in Q2 2026, buying an estimated $1.07M and bringing the position to 334,258 shares worth $8.86M. The position accounts for 4.99% of the portfolio, ranked #6.

Bulwark Capital first reported a position in SCHP in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Bulwark Capital held 334,258 shares of Schwab US TIPS ETF worth $8.86M as of Q2 2026.
  • Bulwark Capital bought 40,212 Schwab US TIPS ETF shares in Q2 2026, an estimated $1.07M.
  • Schwab US TIPS ETF made up 4.99% of Bulwark Capital's portfolio in Q2 2026, its #6 holding.
  • Bulwark Capital first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.