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Coldstream Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Coldstream Capital Management’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 		$465K Buy
17,546
+37
+0.2% +$987 0.01% 770
2026
Q1 		$466K Sell
17,509
-11,332
-39% -$302K 0.01% 755
2025
Q4 		$764K Buy
28,841
+799
+3% +$21.4K 0.01% 539
2025
Q3 		$756K Buy
28,042
+6,592
+31% +$176K 0.01% 554
2025
Q2 		$572K Sell
21,450
-624
-3% -$16.5K 0.01% 603
2025
Q1 		$594K Buy
22,074
+624
+3% +$16.4K 0.01% 535
2024
Q4 		$554K Hold
21,450
– – 0.01% 564
2024
Q3 		$575K Sell
21,450
-632
-3% -$16.7K 0.01% 557
2024
Q2 		$574K Sell
22,082
-600
-3% -$15.5K 0.01% 503
2024
Q1 		$592K Sell
22,682
-5,580
-20% -$145K 0.02% 499
2023
Q4 		$738K Sell
28,262
-2,770
-9% -$70.5K 0.02% 370
2023
Q3 		$783K Buy
31,032
+5,852
+23% +$151K 0.03% 302
2023
Q2 		$660K Hold
25,180
– – 0.02% 356
2023
Q1 		$675K Sell
25,180
-4,084
-14% -$107K 0.02% 352
2022
Q4 		$758K Buy
+29,264
New +$766K 0.03% 315
2022
Q2 		$477K Buy
17,106
+9,744
+132% +$283K 0.02% 409
2022
Q1 		$224K Sell
7,362
-140
-2% -$4.29K 0.01% 703
2021
Q4 		$236K Buy
+7,502
New +$236K 0.01% 720

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

Coldstream Capital Management's SCHP Position: Q2 2026 in Review

Coldstream Capital Management increased its Schwab US TIPS ETF (SCHP) stake by 0.21% in Q2 2026, buying an estimated $987 and bringing the position to 17,546 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #770.

Coldstream Capital Management first reported a position in SCHP in Q4 2021 and has held it in 18 quarters since. The position peaked at $783K in Q3 2023. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Coldstream Capital Management held 17,546 shares of Schwab US TIPS ETF worth $465K as of Q2 2026.
  • Coldstream Capital Management bought 37 Schwab US TIPS ETF shares in Q2 2026, an estimated $987.
  • Schwab US TIPS ETF made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #770 holding.
  • Coldstream Capital Management first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 18 quarters since.
  • Coldstream Capital Management's Schwab US TIPS ETF position peaked at $783K in Q3 2023.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.