KCA
SCHP icon

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

Kastel 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 		$7.72M Buy
289,935
+13,531
+5% +$361K 4.88% 5
2026
Q1 		$7.32M Hold
276,404
– – 4.49% 5
2025
Q4 		$7.32M Buy
+276,404
New +$7.41M 4.49% 5

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

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

Kastel Capital Advisors increased its Schwab US TIPS ETF (SCHP) stake by 4.9% in Q2 2026, buying an estimated $361K and bringing the position to 289,935 shares worth $7.72M. The position accounts for 4.88% of the portfolio, ranked #5.

Kastel Capital Advisors first reported a position in SCHP in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Kastel Capital Advisors held 289,935 shares of Schwab US TIPS ETF worth $7.72M as of Q2 2026.
  • Kastel Capital Advisors bought 13,531 Schwab US TIPS ETF shares in Q2 2026, an estimated $361K.
  • Schwab US TIPS ETF made up 4.88% of Kastel Capital Advisors's portfolio in Q2 2026, its #5 holding.
  • Kastel Capital Advisors first reported a position in Schwab US TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Kastel Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.