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SeaCrest Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

SeaCrest Wealth Management’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 		$1.94M Buy
73,046
+3,674
+5% +$98K 0.21% 89
2026
Q1 		$1.85M Buy
69,372
+14,047
+25% +$375K 0.2% 92
2025
Q4 		$1.47M Buy
55,325
+263
+0.5% +$7.05K 0.15% 124
2025
Q3 		$1.48M Sell
55,062
-2,738
-5% -$73.3K 0.16% 117
2025
Q2 		$1.54M Sell
57,800
-569
-1% -$15.1K 0.17% 113
2025
Q1 		$1.57M Buy
58,369
+423
+0.7% +$11.1K 0.18% 108
2024
Q4 		$1.5M Sell
57,946
-1,074
-2% -$28.2K 0.16% 120
2024
Q3 		$1.58M Buy
59,020
+270
+0.5% +$7.13K 0.17% 115
2024
Q2 		$1.53M Sell
58,750
-746
-1% -$19.3K 0.17% 116
2024
Q1 		$1.55M Sell
59,496
-7,418
-11% -$192K 0.19% 114
2023
Q4 		$1.73M Sell
66,914
-7,128
-10% -$181K 0.21% 93
2023
Q3 		$1.87M Sell
74,042
-1,568
-2% -$40.4K 0.24% 78
2023
Q2 		$1.98M Sell
75,610
-2,606
-3% -$69.1K 0.25% 79
2023
Q1 		$2.1M Sell
78,216
-208,780
-73% -$5.49M 0.28% 68
2022
Q4 		$7.43M Buy
286,996
+41,438
+17% +$1.08M 1.07% 8
2022
Q3 		$6.36M Buy
245,558
+154,884
+171% +$4.31M 0.97% 10
2022
Q2 		$2.53M Sell
90,674
-570,690
-86% -$16.6M 0.32% 51
2022
Q1 		$20.1M Buy
661,364
+31,808
+5% +$976K 2.31% 4
2021
Q4 		$19.8M Buy
629,556
+201,334
+47% +$6.34M 2.17% 4
2021
Q3 		$13.4M Buy
428,222
+41,080
+11% +$1.3M 1.62% 6
2021
Q2 		$12.1M Buy
387,142
+52,014
+16% +$1.61M 1.46% 6
2021
Q1 		$10.2M Buy
335,128
+67,024
+25% +$2.06M 1.36% 7
2020
Q4 		$8.32M Sell
268,104
-6,188
-2% -$190K 1.17% 7
2020
Q3 		$8.45M Buy
274,292
+95,994
+54% +$2.94M 1.35% 7
2020
Q2 		$5.35M Buy
178,298
+123,374
+225% +$3.65M 0.92% 12
2020
Q1 		$1.58M Sell
54,924
-160,852
-75% -$4.6M 0.34% 65
2019
Q4 		$6.11M Buy
215,776
+12,178
+6% +$345K 1.02% 12
2019
Q3 		$5.78M Buy
203,598
+5,414
+3% +$153K 1.08% 10
2019
Q2 		$5.58M Sell
198,184
-3,354
-2% -$92.9K 1.14% 11
2019
Q1 		$5.54M Sell
201,538
-14,564
-7% -$393K 0.95% 12
2018
Q4 		$5.75M Sell
216,102
-12,640
-6% -$336K 1.19% 11
2018
Q3 		$6.17M Buy
228,742
+21,274
+10% +$579K 1.04% 13
2018
Q2 		$5.7M Buy
207,468
+16,002
+8% +$437K 1.03% 13
2018
Q1 		$5.25M Sell
191,466
-47,654
-20% -$1.3M 0.96% 14
2017
Q4 		$6.63M Buy
+239,120
New +$6.61M 1.21% 7

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

SeaCrest Wealth Management's SCHP Position: Q2 2026 in Review

SeaCrest Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 5.3% in Q2 2026, buying an estimated $98K and bringing the position to 73,046 shares worth $1.94M. The position accounts for 0.21% of the portfolio, ranked #89.

SeaCrest Wealth Management first reported a position in SCHP in Q4 2017 and has held it in 35 quarters since. The position peaked at $20.1M in Q1 2022. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • SeaCrest Wealth Management held 73,046 shares of Schwab US TIPS ETF worth $1.94M as of Q2 2026.
  • SeaCrest Wealth Management bought 3,674 Schwab US TIPS ETF shares in Q2 2026, an estimated $98K.
  • Schwab US TIPS ETF made up 0.21% of SeaCrest Wealth Management's portfolio in Q2 2026, its #89 holding.
  • SeaCrest Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Schwab US TIPS ETF position peaked at $20.1M in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.