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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
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 $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

J.W. Cole Advisors's SCHP Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 94,634 shares — an estimated $2.44M sold.

J.W. Cole Advisors first reported a position in SCHP in Q4 2019 and held it in 21 quarters. The position peaked at $3.44M in Q2 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 94,634 Schwab US TIPS ETF shares in Q1 2026, an estimated $2.44M.
  • J.W. Cole Advisors first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 21 quarters.
  • J.W. Cole Advisors's Schwab US TIPS ETF position peaked at $3.44M in Q2 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.