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

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

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. 786 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.
786 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.