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

Veracity 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	$2.15M	Buy	81,100 +3,128	+4%	+$83.5K	0.58%	29
2026 Q1	$2.07M	Buy	77,972 +2,492	+3%	+$66.5K	0.74%	17
2025 Q4	$2M	Buy	75,480 +10,527	+16%	+$282K	0.59%	23
2025 Q3	$1.75M	Buy	64,953 +3,755	+6%	+$100K	0.56%	30
2025 Q2	$1.63M	Buy	61,198 +4,663	+8%	+$123K	0.57%	27
2025 Q1	$1.52M	Buy	56,535 +15,410	+37%	+$405K	0.6%	25
2024 Q4	$1.06M	Buy	41,125 +1,763	+4%	+$46.3K	0.39%	48
2024 Q3	$1.06M	Buy	39,362 +1,970	+5%	+$52K	0.4%	49
2024 Q2	$972K	Buy	37,392 +1,364	+4%	+$35.3K	0.41%	46
2024 Q1	$940K	Buy	36,028 +1,312	+4%	+$34K	0.37%	58
2023 Q4	$906K	Buy	34,716 +1,686	+5%	+$42.9K	0.36%	54
2023 Q3	$834K	Hold	33,030	–	–	0.39%	51
2023 Q2	$866K	Buy	33,030 +3,784	+13%	+$100K	0.37%	62
2023 Q1	$784K	Buy	+29,246	New	+$770K	0.36%	60

Other funds holding SCHP

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return