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Calton & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Calton & Associates’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 		$235K Buy
8,850
+508
+6% +$13.6K 0.03% 375
2026
Q1 		$222K Sell
8,342
-1,596
-16% -$42.6K 0.03% 398
2025
Q4 		$263K Sell
9,938
-4,963
-33% -$133K 0.04% 358
2025
Q3 		$402K Buy
+14,901
New +$399K 0.06% 271
2025
Q2 		– Sell
-14,953
Closed -$402K – 413
2025
Q1 		$402K Buy
+14,953
New +$393K 0.09% 200

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

Calton & Associates's SCHP Position: Q2 2026 in Review

Calton & Associates increased its Schwab US TIPS ETF (SCHP) stake by 6.1% in Q2 2026, buying an estimated $13.6K and bringing the position to 8,850 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #375.

Calton & Associates first reported a position in SCHP in Q1 2025 and has held it in 5 quarters since. The position peaked at $402K in Q1 2025. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Calton & Associates held 8,850 shares of Schwab US TIPS ETF worth $235K as of Q2 2026.
  • Calton & Associates bought 508 Schwab US TIPS ETF shares in Q2 2026, an estimated $13.6K.
  • Schwab US TIPS ETF made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #375 holding.
  • Calton & Associates first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 5 quarters since.
  • Calton & Associates's Schwab US TIPS ETF position peaked at $402K in Q1 2025.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.