CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

CAPTRUST Financial 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 		$1.21M Buy
45,335
+30,810
+212% +$822K ﹤0.01% 1500
2025
Q4 		$385K Sell
14,525
-29,177
-67% -$783K ﹤0.01% 2066
2025
Q3 		$1.18M Buy
43,702
+20,186
+86% +$540K ﹤0.01% 1334
2025
Q2 		$627K Buy
23,516
+10,917
+87% +$289K ﹤0.01% 1598
2025
Q1 		$339K Sell
12,599
-2,705
-18% -$71.1K ﹤0.01% 1871
2024
Q4 		$395K Sell
15,304
-9,670
-39% -$254K ﹤0.01% 1741
2024
Q3 		$670K Sell
24,974
-4,416
-15% -$117K ﹤0.01% 1423
2024
Q2 		$764K Buy
29,390
+6,326
+27% +$164K ﹤0.01% 1295
2024
Q1 		$602K Sell
23,064
-12,780
-36% -$332K ﹤0.01% 1389
2023
Q4 		$936K Sell
35,844
-290
-0.8% -$7.38K ﹤0.01% 1309
2023
Q3 		$912K Sell
36,134
-994
-3% -$25.6K ﹤0.01% 1260
2023
Q2 		$973K Buy
37,128
+482
+1% +$12.8K ﹤0.01% 1222
2023
Q1 		$982K Sell
36,646
-3,288
-8% -$86.5K ﹤0.01% 1047
2022
Q4 		$1.03M Sell
39,934
-1,816
-4% -$47.5K 0.01% 955
2022
Q3 		$1.08M Sell
41,750
-6,428
-13% -$179K 0.01% 883
2022
Q2 		$1.34M Buy
48,178
+3,560
+8% +$103K 0.01% 716
2022
Q1 		$1.35M Buy
44,618
+22,810
+105% +$700K 0.01% 726
2021
Q4 		$686K Buy
21,808
+7,038
+48% +$222K ﹤0.01% 975
2021
Q3 		$462K Buy
14,770
+2,032
+16% +$64.1K ﹤0.01% 1068
2021
Q2 		$398K Buy
12,738
+2,868
+29% +$88.9K ﹤0.01% 1096
2021
Q1 		$302K Buy
9,870
+1,696
+21% +$52.2K ﹤0.01% 1227
2020
Q4 		$254K Buy
8,174
+3,044
+59% +$93.5K ﹤0.01% 1098
2020
Q3 		$158K Sell
5,130
-19,120
-79% -$586K ﹤0.01% 1143
2020
Q2 		$728K Buy
24,250
+270
+1% +$8K 0.01% 588
2020
Q1 		$692K Sell
23,980
-12,596
-34% -$361K 0.02% 505
2019
Q4 		$1.04M Buy
36,576
+8,204
+29% +$233K 0.02% 501
2019
Q3 		$805K Sell
28,372
-70
-0.2% -$1.98K 0.03% 334
2019
Q2 		$801K Buy
28,442
+10,590
+59% +$293K 0.03% 322
2019
Q1 		$491K Buy
17,852
+7,982
+81% +$215K 0.02% 364
2018
Q4 		$263K Buy
9,870
+836
+9% +$22.2K 0.01% 389
2018
Q3 		$244K Buy
9,034
+4,724
+110% +$129K 0.01% 410
2018
Q2 		$118K Buy
4,310
+1,926
+81% +$52.6K 0.01% 467
2018
Q1 		$66K Sell
2,384
-310
-12% -$8.48K ﹤0.01% 545
2017
Q4 		$75K Hold
2,694
– – ﹤0.01% 507
2017
Q3 		$73K Buy
+2,694
New +$74.6K 0.01% 266

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

CAPTRUST Financial Advisors's SCHP Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Schwab US TIPS ETF (SCHP) stake by 212% in Q1 2026, buying an estimated $822K and bringing the position to 45,335 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

CAPTRUST Financial Advisors first reported a position in SCHP in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.35M in Q1 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • CAPTRUST Financial Advisors held 45,335 shares of Schwab US TIPS ETF worth $1.21M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 30,810 Schwab US TIPS ETF shares in Q1 2026, an estimated $822K.
  • Schwab US TIPS ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1500 holding.
  • CAPTRUST Financial Advisors first reported a position in Schwab US TIPS ETF in Q3 2017 and has held it in 35 quarters since.
  • CAPTRUST Financial Advisors's Schwab US TIPS ETF position peaked at $1.35M in Q1 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.