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Capital Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Capital Investment Advisors’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 		$263K Buy
9,883
+1,204
+14% +$32.1K ﹤0.01% 647
2025
Q4 		$230K Sell
8,679
-330
-4% -$8.85K ﹤0.01% 669
2025
Q3 		$243K Buy
9,009
+66
+0.7% +$1.77K ﹤0.01% 650
2025
Q2 		$239K Sell
8,943
-467
-5% -$12.4K ﹤0.01% 623
2025
Q1 		$253K Buy
9,410
+590
+7% +$15.5K 0.01% 586
2024
Q4 		$228K Buy
8,820
+176
+2% +$4.63K ﹤0.01% 578
2024
Q3 		$232K Sell
8,644
-1,822
-17% -$48.1K ﹤0.01% 583
2024
Q2 		$272K Sell
10,466
-654
-6% -$16.9K 0.01% 505
2024
Q1 		$290K Sell
11,120
-40
-0.4% -$1.04K 0.01% 492
2023
Q4 		$291K Sell
11,160
-1,314
-11% -$33.4K 0.01% 476
2023
Q3 		$315K Sell
12,474
-286
-2% -$7.37K 0.01% 438
2023
Q2 		$335K Sell
12,760
-1,966
-13% -$52.1K 0.01% 407
2023
Q1 		$395K Sell
14,726
-1,660
-10% -$43.7K 0.01% 394
2022
Q4 		$424K Sell
16,386
-698
-4% -$18.3K 0.01% 384
2022
Q3 		$442K Sell
17,084
-3,718
-18% -$103K 0.02% 352
2022
Q2 		$580K Sell
20,802
-4,116
-17% -$119K 0.02% 328
2022
Q1 		$756K Sell
24,918
-2,184
-8% -$67K 0.02% 313
2021
Q4 		$852K Buy
27,102
+534
+2% +$16.8K 0.03% 297
2021
Q3 		$831K Buy
26,568
+528
+2% +$16.7K 0.03% 293
2021
Q2 		$814K Buy
26,040
+1,134
+5% +$35.2K 0.03% 307
2021
Q1 		$762K Buy
24,906
+2,968
+14% +$91.4K 0.03% 298
2020
Q4 		$681K Buy
21,938
+1,240
+6% +$38.1K 0.03% 301
2020
Q3 		$638K Sell
20,698
-444
-2% -$13.6K 0.03% 289
2020
Q2 		$634K Buy
21,142
+692
+3% +$20.5K 0.03% 281
2020
Q1 		$588K Buy
20,450
+822
+4% +$23.5K 0.04% 258
2019
Q4 		$556K Sell
19,628
-594
-3% -$16.8K 0.03% 309
2019
Q3 		$574K Sell
20,222
-532
-3% -$15.1K 0.03% 290
2019
Q2 		$584K Sell
20,754
-974
-4% -$27K 0.03% 287
2019
Q1 		$598K Sell
21,728
-384
-2% -$10.4K 0.03% 276
2018
Q4 		$589K Sell
22,112
-1,962
-8% -$52.2K 0.04% 262
2018
Q3 		$650K Sell
24,074
-1,246
-5% -$33.9K 0.04% 260
2018
Q2 		$695K Sell
25,320
-2,090
-8% -$57K 0.04% 246
2018
Q1 		$752K Sell
27,410
-4,526
-14% -$124K 0.05% 241
2017
Q4 		$885K Sell
31,936
-8,176
-20% -$226K 0.06% 229
2017
Q3 		$1.11M Sell
40,112
-10,306
-20% -$285K 0.08% 195
2017
Q2 		$1.39M Sell
50,418
-23,282
-32% -$646K 0.1% 167
2017
Q1 		$2.05M Sell
73,700
-225,640
-75% -$6.23M 0.16% 132
2016
Q4 		$8.21M Buy
299,340
+87,412
+41% +$2.44M 0.69% 33
2016
Q3 		$6.05M Buy
211,928
+202,270
+2,094% +$5.73M 0.53% 46
2016
Q2 		$273K Buy
+9,658
New +$269K 0.03% 343

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 Investment Advisors's SCHP Position: Q1 2026 in Review

Capital Investment Advisors increased its Schwab US TIPS ETF (SCHP) stake by 14% in Q1 2026, buying an estimated $32.1K and bringing the position to 9,883 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Capital Investment Advisors first reported a position in SCHP in Q2 2016 and has held it in 40 quarters since. The position peaked at $8.21M in Q4 2016. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Capital Investment Advisors held 9,883 shares of Schwab US TIPS ETF worth $263K as of Q1 2026.
  • Capital Investment Advisors bought 1,204 Schwab US TIPS ETF shares in Q1 2026, an estimated $32.1K.
  • Schwab US TIPS ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #647 holding.
  • Capital Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2016 and has held it in 40 quarters since.
  • Capital Investment Advisors's Schwab US TIPS ETF position peaked at $8.21M in Q4 2016.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.