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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
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 $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Coldstream Capital Management's SCHP Position: Q1 2026 in Review

Coldstream Capital Management reduced its Schwab US TIPS ETF (SCHP) stake by 39% in Q1 2026, selling an estimated $302K and leaving 17,509 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #755.

Coldstream Capital Management first reported a position in SCHP in Q4 2021 and has held it in 17 quarters since. The position peaked at $783K in Q3 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Coldstream Capital Management held 17,509 shares of Schwab US TIPS ETF worth $466K as of Q1 2026.
  • Coldstream Capital Management sold 11,332 Schwab US TIPS ETF shares in Q1 2026, an estimated $302K.
  • Schwab US TIPS ETF made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #755 holding.
  • Coldstream Capital Management first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 17 quarters since.
  • Coldstream Capital Management's Schwab US TIPS ETF position peaked at $783K in Q3 2023.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.