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

Capital Investment Advisory Services’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 		$783K Buy
29,550
+434
+1% +$11.6K 0.05% 351
2026
Q1 		$775K Buy
29,116
+4,134
+17% +$110K 0.06% 309
2025
Q4 		$662K Buy
24,982
+4,856
+24% +$130K 0.05% 325
2025
Q3 		$542K Buy
20,126
+1,607
+9% +$43K 0.04% 346
2025
Q2 		$494K Buy
18,519
+4,672
+34% +$124K 0.04% 350
2025
Q1 		$372K Buy
13,847
+10,254
+285% +$270K 0.03% 376
2024
Q4 		$92.8K Buy
3,593
+1,267
+54% +$33.3K 0.01% 579
2024
Q3 		$62.3K Buy
2,326
+210
+10% +$5.55K 0.01% 649
2024
Q2 		$55K Buy
2,116
+10
+0.5% +$259 0.01% 650
2024
Q1 		$54.9K Sell
2,106
-152
-7% -$3.94K 0.01% 645
2023
Q4 		$58.9K Sell
2,258
-356
-14% -$9.06K 0.01% 647
2023
Q3 		$66K Sell
2,614
-500
-16% -$12.9K 0.01% 603
2023
Q2 		$81.6K Buy
3,114
+24
+0.8% +$636 0.01% 559
2023
Q1 		$82.8K Sell
3,090
-200
-6% -$5.26K 0.01% 556
2022
Q4 		$85.2K Buy
3,290
+1,054
+47% +$27.6K 0.01% 566
2022
Q3 		$58K Buy
2,236
+40
+2% +$1.11K 0.01% 563
2022
Q2 		$61K Buy
2,196
+42
+2% +$1.22K 0.01% 578
2022
Q1 		$65K Buy
2,154
+8
+0.4% +$245 0.01% 604
2021
Q4 		$67K Buy
2,146
+34
+2% +$1.07K 0.01% 576
2021
Q3 		$66K Buy
2,112
+12
+0.6% +$379 0.01% 545
2021
Q2 		$66K Sell
2,100
-400
-16% -$12.4K 0.01% 563
2021
Q1 		$76K Buy
2,500
+1,670
+201% +$51.4K 0.01% 502
2020
Q4 		$26K Hold
830
– – ﹤0.01% 560
2020
Q3 		$26K Buy
830
+630
+315% +$19.3K ﹤0.01% 490
2020
Q2 		$6K Sell
200
-80
-29% -$2.37K ﹤0.01% 509
2020
Q1 		$8K Buy
280
+30
+12% +$859 ﹤0.01% 484
2019
Q4 		$7K Sell
250
-478
-66% -$13.5K ﹤0.01% 494
2019
Q3 		$21K Buy
728
+478
+191% +$13.5K 0.01% 805
2019
Q2 		$7K Hold
250
– – ﹤0.01% 1067
2019
Q1 		$7K Sell
250
-14,984
-98% -$404K ﹤0.01% 910
2018
Q4 		$406K Sell
15,234
-78
-0.5% -$2.08K 0.17% 117
2018
Q3 		$413K Sell
15,312
-58
-0.4% -$1.58K 0.19% 130
2018
Q2 		$422K Buy
15,370
+128
+0.8% +$3.49K 0.21% 123
2018
Q1 		$418K Buy
+15,242
New +$417K 0.23% 107

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Capital Investment Advisory Services's SCHP Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Schwab US TIPS ETF (SCHP) stake by 1.5% in Q2 2026, buying an estimated $11.6K and bringing the position to 29,550 shares worth $783K. The position accounts for 0.05% of the portfolio, ranked #351.

Capital Investment Advisory Services first reported a position in SCHP in Q1 2018 and has held it in 34 quarters since. 211 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Capital Investment Advisory Services held 29,550 shares of Schwab US TIPS ETF worth $783K as of Q2 2026.
  • Capital Investment Advisory Services bought 434 Schwab US TIPS ETF shares in Q2 2026, an estimated $11.6K.
  • Schwab US TIPS ETF made up 0.05% of Capital Investment Advisory Services's portfolio in Q2 2026, its #351 holding.
  • Capital Investment Advisory Services first reported a position in Schwab US TIPS ETF in Q1 2018 and has held it in 34 quarters since.
  • 211 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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