CoreCap Advisors
SCHP icon

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
Q3 		$402K Buy
15,996
+3,531
+28% +$91.4K 0.01% 604
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

Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

CoreCap Advisors's SCHP Position: Q3 2026 in Review

CoreCap Advisors increased its Schwab US TIPS ETF (SCHP) stake by 28% in Q3 2026, buying an estimated $91.4K and bringing the position to 15,996 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #604.

CoreCap Advisors first reported a position in SCHP in Q4 2021 and has held it in 18 quarters since. The position peaked at $26.3M in Q1 2022. 211 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • CoreCap Advisors held 15,996 shares of Schwab US TIPS ETF worth $402K as of Q3 2026.
  • CoreCap Advisors bought 3,531 Schwab US TIPS ETF shares in Q3 2026, an estimated $91.4K.
  • Schwab US TIPS ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #604 holding.
  • CoreCap Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Schwab US TIPS ETF position peaked at $26.3M in Q1 2022.
  • 211 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.