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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

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

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. 786 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.
  • 786 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.