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 Q3	$10M	Buy	397,882 +63,624	+19%	+$1.65M	5.29%	4
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

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Bulwark Capital's SCHP Position: Q3 2026 in Review

Bulwark Capital increased its Schwab US TIPS ETF (SCHP) stake by 19% in Q3 2026, buying an estimated $1.65M and bringing the position to 397,882 shares worth $10M. The position accounts for 5.29% of the portfolio, ranked #4.

Bulwark Capital first reported a position in SCHP in Q2 2025 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Bulwark Capital held 397,882 shares of Schwab US TIPS ETF worth $10M as of Q3 2026.
Bulwark Capital bought 63,624 Schwab US TIPS ETF shares in Q3 2026, an estimated $1.65M.
Schwab US TIPS ETF made up 5.29% of Bulwark Capital's portfolio in Q3 2026, its #4 holding.
Bulwark Capital first reported a position in Schwab US TIPS ETF in Q2 2025 and has held it in 6 quarters since.
362 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.