NorthCrest Asset Manangement’s Schwab US TIPS ETF SCHP Stock Holding History

NorthCrest Asset Manangement’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	$372K	Buy	14,173 +1,611	+13%	+$43K	0.01%	656
2026 Q1	$335K	Buy	12,562 +1,042	+9%	+$27.8K	0.01%	594
2025 Q4	$306K	Buy	+11,520	New	+$309K	0.01%	679
2024 Q4	–	Sell	-8,314	Closed	-$223K	–	577
2024 Q3	$223K	Buy	+8,314	New	+$220K	0.01%	522

Other funds holding SCHP

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

NorthCrest Asset Manangement's SCHP Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Schwab US TIPS ETF (SCHP) stake by 13% in Q2 2026, buying an estimated $43K and bringing the position to 14,173 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #656.

NorthCrest Asset Manangement first reported a position in SCHP in Q3 2024 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

NorthCrest Asset Manangement held 14,173 shares of Schwab US TIPS ETF worth $372K as of Q2 2026.
NorthCrest Asset Manangement bought 1,611 Schwab US TIPS ETF shares in Q2 2026, an estimated $43K.
Schwab US TIPS ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #656 holding.
NorthCrest Asset Manangement first reported a position in Schwab US TIPS ETF in Q3 2024 and has held it in 4 quarters since.
171 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.