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

Dorato 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 		$7.09M Buy
270,159
+4,463
+2% +$119K 4.81% 2
2026
Q1 		$7.09M Buy
265,696
+13,826
+5% +$369K 5.24% 2
2025
Q4 		$6.7M Buy
+251,870
New +$6.76M 5.03% 2

Other funds holding SCHP

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Dorato Capital Management increased its Schwab US TIPS ETF (SCHP) stake by 1.7% in Q2 2026, buying an estimated $119K and bringing the position to 270,159 shares worth $7.09M. The position accounts for 4.81% of the portfolio, ranked #2.

Dorato Capital Management first reported a position in SCHP in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.09M in Q1 2026. 460 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Dorato Capital Management held 270,159 shares of Schwab US TIPS ETF worth $7.09M as of Q2 2026.
  • Dorato Capital Management bought 4,463 Schwab US TIPS ETF shares in Q2 2026, an estimated $119K.
  • Schwab US TIPS ETF made up 4.81% of Dorato Capital Management's portfolio in Q2 2026, its #2 holding.
  • Dorato Capital Management first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Schwab US TIPS ETF position peaked at $7.09M in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.