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J.W. Cole Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

J.W. Cole 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 		$2.67M Buy
+100,817
New +$2.69M 0.05% 403
2026
Q1 		– Sell
-94,634
Closed -$2.44M – 1359
2025
Q4 		$2.44M Buy
94,634
+10,101
+12% +$271K 0.06% 323
2025
Q3 		$2.28M Buy
84,533
+5,755
+7% +$154K 0.04% 405
2025
Q2 		$2.1M Buy
78,778
+936
+1% +$24.8K 0.04% 402
2025
Q1 		$2.09M Buy
77,842
+5,602
+8% +$147K 0.07% 306
2024
Q4 		$1.87M Buy
72,240
+3,864
+6% +$102K 0.08% 262
2024
Q3 		$1.83M Buy
68,376
+2,500
+4% +$66K 0.08% 259
2024
Q2 		$1.71M Sell
65,876
-52,548
-44% -$1.36M 0.08% 241
2024
Q1 		$3.08M Buy
118,424
+1,336
+1% +$34.7K 0.16% 145
2023
Q4 		$3.06M Buy
117,088
+19,800
+20% +$504K 0.18% 132
2023
Q3 		$2.46M Sell
97,288
-5,004
-5% -$129K 0.18% 136
2023
Q2 		$2.68M Sell
102,292
-660
-0.6% -$17.5K 0.19% 131
2023
Q1 		$2.76M Sell
102,952
-20,398
-17% -$537K 0.2% 132
2022
Q4 		$3.19M Buy
123,350
+304
+0.2% +$7.95K 0.25% 102
2022
Q3 		$3.19M Sell
123,046
-366
-0.3% -$10.2K 0.27% 90
2022
Q2 		$3.44M Buy
123,412
+11,394
+10% +$331K 0.27% 86
2022
Q1 		$3.4M Buy
112,018
+64,860
+138% +$1.99M 0.23% 106
2021
Q4 		$1.48M Buy
+47,158
New +$1.48M 0.1% 228
2021
Q3 		– Sell
-30,770
Closed -$962K – 705
2021
Q2 		$962K Buy
30,770
+5,788
+23% +$179K 0.08% 277
2021
Q1 		$764K Buy
24,982
+1,268
+5% +$39.1K 0.07% 292
2020
Q4 		$736K Buy
+23,714
New +$728K 0.08% 271
2020
Q1 		– Sell
-15,320
Closed -$434K – 425
2019
Q4 		$434K Buy
+15,320
New +$434K 0.05% 329

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

J.W. Cole Advisors's SCHP Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 100,817 shares worth $2.67M. The stake represents 0.05% of the portfolio and ranks #403 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCHP as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SCHP in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.44M in Q2 2022. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • J.W. Cole Advisors held 100,817 shares of Schwab US TIPS ETF worth $2.67M as of Q2 2026.
  • Schwab US TIPS ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Schwab US TIPS ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #403 holding.
  • J.W. Cole Advisors first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 22 quarters since.
  • J.W. Cole Advisors's Schwab US TIPS ETF position peaked at $3.44M in Q2 2022.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.