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Cape Investment Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Cape Investment Advisory’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 		$55.9K Buy
+2,110
New +$56.3K 0.01% 468
2026
Q1 		– Sell
-2,429
Closed -$64.3K – 1005
2025
Q4 		$64.3K Buy
2,429
+73
+3% +$1.96K 0.02% 370
2025
Q3 		$63.5K Buy
2,356
+412
+21% +$11K 0.06% 202
2025
Q2 		$51.9K Buy
1,944
+435
+29% +$11.5K 0.02% 362
2025
Q1 		$40.6K Buy
1,509
+109
+8% +$2.87K 0.02% 369
2024
Q4 		$36.2K Sell
1,400
-1,032
-42% -$27.1K 0.01% 385
2024
Q3 		$65.2K Buy
2,432
+332
+16% +$8.77K 0.03% 286
2024
Q2 		$54.6K Sell
2,100
-14
-0.7% -$362 0.02% 286
2024
Q1 		$55.1K Sell
2,114
-8
-0.4% -$208 0.03% 296
2023
Q4 		$55.4K Sell
2,122
-44
-2% -$1.12K 0.03% 333
2023
Q3 		$54.7K Buy
2,166
+116
+6% +$2.99K 0.03% 284
2023
Q2 		$53.7K Buy
2,050
+436
+27% +$11.6K 0.03% 273
2023
Q1 		$43.3K Buy
+1,614
New +$42.5K 0.03% 287

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

Cape Investment Advisory's SCHP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 2,110 shares worth $55.9K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SCHP as recently as Q4 2025.

Cape Investment Advisory first reported a position in SCHP in Q1 2023 and has held it in 13 quarters since. The position peaked at $65.2K in Q3 2024. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Cape Investment Advisory held 2,110 shares of Schwab US TIPS ETF worth $55.9K as of Q2 2026.
  • Schwab US TIPS ETF was a new Cape Investment Advisory position in Q2 2026.
  • Schwab US TIPS ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #468 holding.
  • Cape Investment Advisory first reported a position in Schwab US TIPS ETF in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Schwab US TIPS ETF position peaked at $65.2K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.