Coastwise Capital Group’s Schwab US TIPS ETF SCHP Stock Holding History

Coastwise Capital Group’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	$516K	Buy	19,488 +3,236	+20%	+$86.3K	0.3%	74
2026 Q1	$432K	Hold	16,252	–	–	0.24%	78
2025 Q4	$431K	Buy	16,252 +266	+2%	+$7.13K	0.22%	93
2025 Q3	$431K	Buy	15,986 +1,176	+8%	+$31.5K	0.3%	75
2025 Q2	$395K	Buy	14,810 +2,197	+17%	+$58.1K	0.31%	73
2025 Q1	$339K	Buy	12,613 +163	+1%	+$4.29K	0.29%	84
2024 Q4	$322K	Buy	12,450 +376	+3%	+$9.88K	0.26%	87
2024 Q3	$324K	Buy	12,074 +816	+7%	+$21.6K	0.27%	91
2024 Q2	$293K	Buy	11,258 +124	+1%	+$3.21K	0.28%	88
2024 Q1	$290K	Hold	11,134	–	–	0.27%	89
2023 Q4	$291K	Sell	11,134 -1,476	-12%	-$37.5K	0.3%	83
2023 Q3	$318K	Buy	12,610 +512	+4%	+$13.2K	0.36%	76
2023 Q2	$317K	Buy	12,098 +84	+0.7%	+$2.23K	0.36%	79
2023 Q1	$322K	Buy	12,014 +800	+7%	+$21.1K	0.37%	80
2022 Q4	$290K	Buy	11,214 +790	+8%	+$20.7K	0.34%	82
2022 Q3	$270K	Buy	10,424 +178	+2%	+$4.95K	0.43%	74
2022 Q2	$286K	Buy	+10,246	New	+$297K	0.35%	79

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 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

Coastwise Capital Group's SCHP Position: Q2 2026 in Review

Coastwise Capital Group increased its Schwab US TIPS ETF (SCHP) stake by 20% in Q2 2026, buying an estimated $86.3K and bringing the position to 19,488 shares worth $516K. The position accounts for 0.3% of the portfolio, ranked #74.

Coastwise Capital Group first reported a position in SCHP in Q2 2022 and has held it in 17 quarters since. 149 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Coastwise Capital Group held 19,488 shares of Schwab US TIPS ETF worth $516K as of Q2 2026.
Coastwise Capital Group bought 3,236 Schwab US TIPS ETF shares in Q2 2026, an estimated $86.3K.
Schwab US TIPS ETF made up 0.3% of Coastwise Capital Group's portfolio in Q2 2026, its #74 holding.
Coastwise Capital Group first reported a position in Schwab US TIPS ETF in Q2 2022 and has held it in 17 quarters since.
149 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.