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Shearwater Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Shearwater Capital’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 		$564K Hold
21,290
– – 0.27% 40
2026
Q1 		$567K Hold
21,290
– – 0.3% 36
2025
Q4 		$564K Hold
21,290
– – 0.32% 30
2025
Q3 		$574K Hold
21,290
– – 0.34% 32
2025
Q2 		$568K Hold
21,290
– – 0.36% 28
2025
Q1 		$572K Hold
21,290
– – 0.4% 25
2024
Q4 		$550K Sell
21,290
-4
-0% -$105 0.37% 27
2024
Q3 		$571K Sell
21,294
-2
-0% -$53 0.39% 26
2024
Q2 		$554K Hold
21,296
– – 0.41% 27
2024
Q1 		$555K Hold
21,296
– – 0.41% 24
2023
Q4 		$556K Hold
21,296
– – 0.44% 25
2023
Q3 		$538K Sell
21,296
-388
-2% -$10K 0.49% 24
2023
Q2 		$568K Hold
21,684
– – 0.5% 24
2023
Q1 		$581K Buy
21,684
+20,958
+2,887% +$552K 0.54% 24
2022
Q4 		$562K Hold
726
– – 0.57% 22
2022
Q3 		$562K Sell
726
-56
-7% -$1.56K 0.63% 20
2022
Q2 		$605K Sell
782
-68
-8% -$1.97K 0.65% 19
2022
Q1 		$658K Sell
850
-30
-3% -$920 0.61% 19
2021
Q4 		$682K Buy
+880
New +$27.7K 0.59% 18

Other funds holding SCHP

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Shearwater Capital's SCHP Position: Q2 2026 in Review

Shearwater Capital held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 21,290 shares worth $564K. The position accounts for 0.27% of the portfolio, ranked #40.

Shearwater Capital first reported a position in SCHP in Q4 2021 and has held it in 19 quarters since. The position peaked at $682K in Q4 2021. 369 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Shearwater Capital held 21,290 shares of Schwab US TIPS ETF worth $564K as of Q2 2026.
  • Shearwater Capital left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up 0.27% of Shearwater Capital's portfolio in Q2 2026, its #40 holding.
  • Shearwater Capital first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 19 quarters since.
  • Shearwater Capital's Schwab US TIPS ETF position peaked at $682K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.