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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

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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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. 127 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.
  • 127 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.