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

Magnolia 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
Q1 		– Sell
-40,386
Closed -$1.07M – 298
2025
Q4 		$1.07M Buy
40,386
+557
+1% +$14.9K 0.22% 105
2025
Q3 		$1.07M Sell
39,829
-186
-0.5% -$4.98K 0.28% 96
2025
Q2 		$1.07M Buy
40,015
+898
+2% +$23.8K 0.27% 97
2025
Q1 		$1.05M Buy
39,117
+1,508
+4% +$39.6K 0.29% 92
2024
Q4 		$971K Buy
37,609
+1,437
+4% +$37.8K 0.25% 102
2024
Q3 		$970K Buy
+36,172
New +$955K 0.49% 63

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Magnolia Capital Advisors's SCHP Position: Q1 2026 in Review

Magnolia Capital Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 40,386 shares — an estimated $1.07M sold.

Magnolia Capital Advisors first reported a position in SCHP in Q3 2024 and held it in 6 quarters. The position peaked at $1.07M in Q3 2025. 736 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Magnolia Capital Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Magnolia Capital Advisors sold 40,386 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.07M.
  • Magnolia Capital Advisors first reported a position in Schwab US TIPS ETF in Q3 2024 and held it in 6 quarters.
  • Magnolia Capital Advisors's Schwab US TIPS ETF position peaked at $1.07M in Q3 2025.
  • 736 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.