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

Pacific Capital Wealth 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	$823K	Sell	31,058 -3,077	-9%	-$82.1K	0.12%	49
2026 Q1	$908K	Sell	34,135 -17,208	-34%	-$459K	0.15%	41
2025 Q4	$1.36M	Hold	51,343	–	–	0.23%	32
2025 Q3	$1.38M	Sell	51,343 -12,536	-20%	-$335K	0.24%	32
2025 Q2	$1.69M	Sell	63,879 -114,395	-64%	-$3.03M	0.31%	28
2025 Q1	$4.79M	Sell	178,274 -33,221	-16%	-$873K	0.83%	19
2024 Q4	$5.46M	Sell	211,495 -80,587	-28%	-$2.12M	0.91%	18
2024 Q3	$7.83M	Sell	292,082 -177,776	-38%	-$4.7M	1.32%	16
2024 Q2	$12.2M	Buy	469,858 +28,906	+7%	+$747K	2.23%	10
2024 Q1	$11.5M	Sell	440,952 -16,540	-4%	-$429K	2.71%	9
2023 Q4	$11.9M	Sell	457,492 -39,890	-8%	-$1.01M	3.03%	8
2023 Q3	$12.6M	Sell	497,382 -33,020	-6%	-$851K	3.52%	8
2023 Q2	$13.9M	Sell	530,402 -420	-0.1%	-$11.1K	3.53%	8
2023 Q1	$14.2M	Sell	530,822 -12,108	-2%	-$319K	3.66%	7
2022 Q4	$14.1M	Sell	542,930 -58,180	-10%	-$1.52M	3.64%	7
2022 Q3	$15.6M	Buy	601,110 +75,142	+14%	+$2.09M	4.24%	7
2022 Q2	$14.7M	Buy	525,968 +108,892	+26%	+$3.16M	4.06%	7
2022 Q1	$12.7M	Buy	417,076 +18,390	+5%	+$564K	3.62%	8
2021 Q4	$12.5M	Buy	398,686 +17,418	+5%	+$548K	3.61%	7
2021 Q3	$11.9M	Buy	381,268 +349,544	+1,102%	+$11M	3.79%	6
2021 Q2	$992K	Buy	+31,724	New	+$984K	0.5%	45

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Pacific Capital Wealth Advisors's SCHP Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 9% in Q2 2026, selling an estimated $82.1K and leaving 31,058 shares worth $823K. The position accounts for 0.12% of the portfolio, ranked #49.

Pacific Capital Wealth Advisors first reported a position in SCHP in Q2 2021 and has held it in 21 quarters since. The position peaked at $15.6M in Q3 2022. 149 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Pacific Capital Wealth Advisors held 31,058 shares of Schwab US TIPS ETF worth $823K as of Q2 2026.
Pacific Capital Wealth Advisors sold 3,077 Schwab US TIPS ETF shares in Q2 2026, an estimated $82.1K.
Schwab US TIPS ETF made up 0.12% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Pacific Capital Wealth Advisors first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 21 quarters since.
Pacific Capital Wealth Advisors's Schwab US TIPS ETF position peaked at $15.6M in Q3 2022.
149 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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