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U.S. Capital Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

U.S. 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
Q1 		$419K Sell
15,755
-73,672
-82% -$1.97M 0.01% 718
2025
Q4 		$2.37M Buy
89,427
+43,559
+95% +$1.17M 0.06% 309
2025
Q3 		$1.24M Buy
45,868
+3,225
+8% +$86.3K 0.03% 431
2025
Q2 		$1.14M Buy
42,643
+26,146
+158% +$692K 0.03% 403
2025
Q1 		$444K Sell
16,497
-3,029
-16% -$79.6K 0.01% 610
2024
Q4 		$504K Buy
19,526
+786
+4% +$20.7K 0.02% 559
2024
Q3 		$503K Sell
18,740
-55,478
-75% -$1.47M 0.02% 474
2024
Q2 		$1.93M Sell
74,218
-180
-0.2% -$4.65K 0.07% 245
2024
Q1 		$1.94M Sell
74,398
-144
-0.2% -$3.74K 0.07% 241
2023
Q4 		$1.95M Buy
74,542
+5,218
+8% +$133K 0.08% 232
2023
Q3 		$1.75M Buy
69,324
+22,776
+49% +$587K 0.08% 222
2023
Q2 		$1.22M Buy
46,548
+2,652
+6% +$70.3K 0.06% 290
2023
Q1 		$1.18M Sell
43,896
-7,298
-14% -$192K 0.05% 277
2022
Q4 		$1.33M Sell
51,194
-11,108
-18% -$291K 0.06% 279
2022
Q3 		$1.61M Sell
62,302
-115,060
-65% -$3.2M 0.08% 229
2022
Q2 		$4.95M Sell
177,362
-19,948
-10% -$579K 0.22% 94
2022
Q1 		$5.99M Buy
197,310
+66,794
+51% +$2.05M 0.22% 97
2021
Q4 		$4.1M Buy
130,516
+24,008
+23% +$756K 0.16% 139
2021
Q3 		$3.33M Buy
+106,508
New +$3.36M 0.14% 162

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

U.S. Capital Wealth Advisors's SCHP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 82% in Q1 2026, selling an estimated $1.97M and leaving 15,755 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #718.

U.S. Capital Wealth Advisors first reported a position in SCHP in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.99M in Q1 2022. 736 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • U.S. Capital Wealth Advisors held 15,755 shares of Schwab US TIPS ETF worth $419K as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 73,672 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.97M.
  • Schwab US TIPS ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #718 holding.
  • U.S. Capital Wealth Advisors first reported a position in Schwab US TIPS ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Schwab US TIPS ETF position peaked at $5.99M in Q1 2022.
  • 736 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.