Two West Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Two West Capital 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	$10M	Buy	383,217 +30,658	+9%	+$818K	4.99%	5
2026 Q1	$9.46M	Buy	352,559 +13,131	+4%	+$350K	5.01%	5
2025 Q4	$8.99M	Buy	339,428 +15,284	+5%	+$410K	5.23%	5
2025 Q3	$8.78M	Sell	324,144 -5,241	-2%	-$140K	5.3%	5
2025 Q2	$8.77M	Buy	329,385 +62,414	+23%	+$1.65M	5.75%	5
2025 Q1	$6.99M	Buy	266,971 +5,511	+2%	+$145K	5.84%	5
2024 Q4	$6.75M	Buy	261,460 +4,854	+2%	+$128K	5.79%	5
2024 Q3	$6.88M	Sell	256,606 -5,548	-2%	-$147K	5.58%	5
2024 Q2	$6.82M	Buy	+262,154	New	+$6.78M	6.51%	5

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Two West Capital Advisors's SCHP Position: Q2 2026 in Review

Two West Capital Advisors increased its Schwab US TIPS ETF (SCHP) stake by 8.7% in Q2 2026, buying an estimated $818K and bringing the position to 383,217 shares worth $10M. The position accounts for 4.99% of the portfolio, ranked #5.

Two West Capital Advisors first reported a position in SCHP in Q2 2024 and has held it in 9 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Two West Capital Advisors held 383,217 shares of Schwab US TIPS ETF worth $10M as of Q2 2026.
Two West Capital Advisors bought 30,658 Schwab US TIPS ETF shares in Q2 2026, an estimated $818K.
Schwab US TIPS ETF made up 4.99% of Two West Capital Advisors's portfolio in Q2 2026, its #5 holding.
Two West Capital Advisors first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 9 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.