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Carolina Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Carolina Wealth 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
Q2 		$12.5M Buy
472,871
+6,530
+1% +$174K 4.91% 4
2026
Q1 		$12.4M Sell
466,341
-13,503
-3% -$360K 5.17% 4
2025
Q4 		$12.7M Sell
479,844
-6,295
-1% -$169K 5.67% 3
2025
Q3 		$13.1M Sell
486,139
-268,739
-36% -$7.19M 5.66% 3
2025
Q2 		$20.1M Sell
754,878
-40,128
-5% -$1.06M 9.94% 2
2025
Q1 		$21.4M Buy
795,006
+4,434
+0.6% +$117K 11.53% 2
2024
Q4 		$20.4M Sell
790,572
-2,448
-0.3% -$64.3K 10.99% 2
2024
Q3 		$21.3M Buy
793,020
+1,810
+0.2% +$47.8K 10.82% 2
2024
Q2 		$20.6M Buy
791,210
+39,146
+5% +$1.01M 10.09% 2
2024
Q1 		$19.6M Buy
752,064
+48,478
+7% +$1.26M 10.63% 2
2023
Q4 		$18.4M Buy
703,586
+3,498
+0.5% +$89K 9.52% 2
2023
Q3 		$17.7M Buy
700,088
+56,250
+9% +$1.45M 9.98% 2
2023
Q2 		$16.9M Buy
643,838
+9,022
+1% +$239K 10.15% 2
2023
Q1 		$17M Buy
634,816
+48,586
+8% +$1.28M 9.96% 2
2022
Q4 		$15.2M Sell
586,230
-191,368
-25% -$5.01M 9.56% 2
2022
Q3 		$20.1M Buy
777,598
+22,210
+3% +$617K 15.81% 1
2022
Q2 		$21.1M Buy
755,388
+45,984
+6% +$1.33M 13.92% 1
2022
Q1 		$21.5M Buy
709,404
+24,436
+4% +$749K 13.6% 1
2021
Q4 		$21.5M Buy
684,968
+243,236
+55% +$7.66M 12.17% 1
2021
Q3 		$13.8M Buy
441,732
+8,582
+2% +$271K 9.15% 1
2021
Q2 		$13.5M Buy
433,150
+33,294
+8% +$1.03M 9.12% 1
2021
Q1 		$12.2M Buy
399,856
+9,478
+2% +$292K 8.92% 1
2020
Q4 		$12.1M Buy
390,378
+56,258
+17% +$1.73M 9.73% 1
2020
Q3 		$10.3M Buy
334,120
+26,192
+9% +$802K 9.04% 1
2020
Q2 		$9.24M Buy
307,928
+6,600
+2% +$196K 8.94% 1
2020
Q1 		$8.66M Sell
301,328
-188,974
-39% -$5.41M 10.01% 1
2019
Q4 		$13.9M Buy
+490,302
New +$13.9M 13.15% 1

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

Carolina Wealth Advisors's SCHP Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 1.4% in Q2 2026, buying an estimated $174K and bringing the position to 472,871 shares worth $12.5M. The position accounts for 4.91% of the portfolio, ranked #4.

Carolina Wealth Advisors first reported a position in SCHP in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.5M in Q4 2021. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Carolina Wealth Advisors held 472,871 shares of Schwab US TIPS ETF worth $12.5M as of Q2 2026.
  • Carolina Wealth Advisors bought 6,530 Schwab US TIPS ETF shares in Q2 2026, an estimated $174K.
  • Schwab US TIPS ETF made up 4.91% of Carolina Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Carolina Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Schwab US TIPS ETF position peaked at $21.5M in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.