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CoreCap Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

CoreCap 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 		$330K Sell
12,465
-3,537
-22% -$94.4K 0.01% 679
2026
Q1 		$426K Buy
16,002
+3,594
+29% +$95.9K 0.01% 550
2025
Q4 		$329K Sell
12,408
-1,450
-10% -$38.9K 0.01% 628
2025
Q3 		$373K Sell
13,858
-4,425
-24% -$118K 0.01% 598
2025
Q2 		$488K Sell
18,283
-517
-3% -$13.7K 0.02% 518
2025
Q1 		$506K Sell
18,800
-6,880
-27% -$181K 0.02% 479
2024
Q4 		$663K Buy
25,680
+14,356
+127% +$377K 0.03% 411
2024
Q3 		$304K Buy
+11,324
New +$299K 0.01% 577
2024
Q2 		– Sell
-13,090
Closed -$341K – 2407
2024
Q1 		$341K Buy
13,090
+4,816
+58% +$125K 0.02% 487
2023
Q4 		$216K Sell
8,274
-250
-3% -$6.36K 0.01% 534
2023
Q3 		$215K Sell
8,524
-4,836
-36% -$125K 0.02% 488
2023
Q2 		$350K Buy
+13,360
New +$354K 0.02% 421
2022
Q4 		$1.58M Buy
60,962
+838
+1% +$21.9K 0.11% 170
2022
Q3 		$1.56M Buy
60,124
+31,748
+112% +$883K 0.13% 142
2022
Q2 		$792K Sell
28,376
-839,296
-97% -$24.4M 0.06% 249
2022
Q1 		$26.3M Buy
867,672
+242,838
+39% +$7.45M 1.82% 9
2021
Q4 		$19.6M Buy
+624,834
New +$19.7M 1.31% 15

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
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

CoreCap Advisors's SCHP Position: Q2 2026 in Review

CoreCap Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 22% in Q2 2026, selling an estimated $94.4K and leaving 12,465 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #679.

CoreCap Advisors first reported a position in SCHP in Q4 2021 and has held it in 17 quarters since. The position peaked at $26.3M in Q1 2022. 149 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • CoreCap Advisors held 12,465 shares of Schwab US TIPS ETF worth $330K as of Q2 2026.
  • CoreCap Advisors sold 3,537 Schwab US TIPS ETF shares in Q2 2026, an estimated $94.4K.
  • Schwab US TIPS ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #679 holding.
  • CoreCap Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Schwab US TIPS ETF position peaked at $26.3M in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.