Fortis Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Fortis Capital 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	$2.24M	Buy	84,548 +1,158	+1%	+$30.9K	0.25%	68
2026 Q1	$2.22M	Buy	83,390 +34,337	+70%	+$916K	0.29%	55
2025 Q4	$1.3M	Buy	49,053 +3,358	+7%	+$90.1K	0.19%	81
2025 Q3	$1.23M	Buy	45,695 +2,101	+5%	+$56.2K	0.2%	80
2025 Q2	$1.16M	Sell	43,594 -1,239	-3%	-$32.8K	0.21%	73
2025 Q1	$1.21M	Buy	+44,833	New	+$1.18M	0.24%	68
2023 Q2	–	Sell	-3,646	Closed	-$97.7K	–	514
2023 Q1	$97.7K	Hold	3,646	–	–	0.05%	188
2022 Q4	$94.4K	Buy	+3,646	New	+$95.4K	0.06%	227

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Fortis Capital Advisors's SCHP Position: Q2 2026 in Review

Fortis Capital Advisors increased its Schwab US TIPS ETF (SCHP) stake by 1.4% in Q2 2026, buying an estimated $30.9K and bringing the position to 84,548 shares worth $2.24M. The position accounts for 0.25% of the portfolio, ranked #68.

Fortis Capital Advisors first reported a position in SCHP in Q4 2022 and has held it in 8 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Fortis Capital Advisors held 84,548 shares of Schwab US TIPS ETF worth $2.24M as of Q2 2026.
Fortis Capital Advisors bought 1,158 Schwab US TIPS ETF shares in Q2 2026, an estimated $30.9K.
Schwab US TIPS ETF made up 0.25% of Fortis Capital Advisors's portfolio in Q2 2026, its #68 holding.
Fortis Capital Advisors first reported a position in Schwab US TIPS ETF in Q4 2022 and has held it in 8 quarters since.
782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.