CAL
SCHP icon

Capital Analysts LLC’s Schwab US TIPS ETF SCHP Stock Holding History

Capital Analysts LLC’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
Q1 		$11.6M Buy
436,792
+30,978
+8% +$826K 0.31% 78
2025
Q4 		$10.8M Buy
405,814
+30,108
+8% +$808K 0.3% 80
2025
Q3 		$10.1M Buy
375,706
+82,505
+28% +$2.21M 0.3% 79
2025
Q2 		$7.82M Buy
293,201
+108,268
+59% +$2.86M 0.26% 84
2025
Q1 		$4.97M Buy
184,933
+111,300
+151% +$2.93M 0.19% 103
2024
Q4 		$1.9M Buy
73,633
+31,749
+76% +$834K 0.08% 182
2024
Q3 		$1.12M Buy
41,884
+22,504
+116% +$594K 0.05% 231
2024
Q2 		$504K Buy
19,380
+18,158
+1,486% +$469K 0.02% 326
2024
Q1 		$32K Buy
1,222
+376
+44% +$9.75K ﹤0.01% 750
2023
Q4 		$22K Buy
846
+792
+1,467% +$20.1K ﹤0.01% 794
2023
Q3 		$1K Buy
54
+28
+108% +$722 ﹤0.01% 1136
2023
Q2 		$1K Hold
26
– – ﹤0.01% 988
2023
Q1 		$1K Hold
26
– – ﹤0.01% 960
2022
Q4 		$1K Hold
26
– – ﹤0.01% 1042
2022
Q3 		$1K Hold
26
– – ﹤0.01% 1074
2022
Q2 		$1K Buy
+26
New +$755 ﹤0.01% 994
2021
Q1 		– Sell
-15,076
Closed -$468K – 1094
2020
Q4 		$468K Buy
15,076
+13,784
+1,067% +$423K 0.04% 196
2020
Q3 		$40K Buy
+1,292
New +$39.6K ﹤0.01% 430

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Analysts LLC's SCHP Position: Q1 2026 in Review

Capital Analysts LLC increased its Schwab US TIPS ETF (SCHP) stake by 7.6% in Q1 2026, buying an estimated $826K and bringing the position to 436,792 shares worth $11.6M. The position accounts for 0.31% of the portfolio, ranked #78.

Capital Analysts LLC first reported a position in SCHP in Q3 2020 and has held it in 18 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Capital Analysts LLC held 436,792 shares of Schwab US TIPS ETF worth $11.6M as of Q1 2026.
  • Capital Analysts LLC bought 30,978 Schwab US TIPS ETF shares in Q1 2026, an estimated $826K.
  • Schwab US TIPS ETF made up 0.31% of Capital Analysts LLC's portfolio in Q1 2026, its #78 holding.
  • Capital Analysts LLC first reported a position in Schwab US TIPS ETF in Q3 2020 and has held it in 18 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.