Coastal Bridge Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Coastal Bridge 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	$2.41M	Buy	90,808 +6,876	+8%	+$183K	0.15%	149
2026 Q1	$2.23M	Buy	83,932 +406	+0.5%	+$10.8K	0.16%	148
2025 Q4	$2.21M	Buy	83,526 +1,765	+2%	+$47.3K	0.16%	142
2025 Q3	$2.2M	Buy	81,761 +4,636	+6%	+$124K	0.17%	138
2025 Q2	$2.06M	Sell	77,125 -982	-1%	-$26K	0.17%	136
2025 Q1	$2.1M	Buy	+78,107	New	+$2.05M	0.19%	119

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Coastal Bridge Advisors's SCHP Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Schwab US TIPS ETF (SCHP) stake by 8.2% in Q2 2026, buying an estimated $183K and bringing the position to 90,808 shares worth $2.41M. The position accounts for 0.15% of the portfolio, ranked #149.

Coastal Bridge Advisors first reported a position in SCHP in Q1 2025 and has held it in 6 quarters since. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Coastal Bridge Advisors held 90,808 shares of Schwab US TIPS ETF worth $2.41M as of Q2 2026.
Coastal Bridge Advisors bought 6,876 Schwab US TIPS ETF shares in Q2 2026, an estimated $183K.
Schwab US TIPS ETF made up 0.15% of Coastal Bridge Advisors's portfolio in Q2 2026, its #149 holding.
Coastal Bridge Advisors first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 6 quarters since.
783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.