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Virtue Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Virtue Capital 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 		$1.6M Sell
60,370
-20,411
-25% -$545K 0.21% 100
2026
Q1 		$2.15M Sell
80,781
-5,951
-7% -$159K 0.33% 53
2025
Q4 		$2.3M Buy
86,732
+84,181
+3,300% +$2.26M 0.35% 48
2025
Q3 		$257K Sell
2,551
-157,858
-98% -$4.22M 0.04% 261
2025
Q2 		$4.28M Sell
160,409
-162,712
-50% -$4.31M 0.79% 27
2025
Q1 		$8.68M Buy
323,121
+128,258
+66% +$3.37M 1.01% 20
2024
Q4 		$5.03M Buy
194,863
+5,209
+3% +$137K 1.01% 27
2024
Q3 		$5.09M Buy
189,654
+6,132
+3% +$162K 1.02% 25
2024
Q2 		$4.79M Buy
183,522
+1,516
+0.8% +$39.2K 0.82% 27
2024
Q1 		$4.69M Buy
+182,006
New +$4.72M 0.84% 27
2023
Q4 		– Sell
-196,906
Closed -$5.01M – 21
2023
Q3 		$5.11M Hold
196,906
– – 0.87% 25
2023
Q2 		$5.11M Buy
196,906
+59,902
+44% +$1.59M 0.87% 25
2023
Q1 		$3.68M Sell
137,004
-758
-0.6% -$19.9K 0.6% 26
2022
Q4 		$3.57M Buy
137,762
+87,664
+175% +$2.29M 0.54% 26
2022
Q3 		$1.3M Buy
50,098
+20,306
+68% +$564K 0.2% 45
2022
Q2 		$831K Sell
29,792
-68,346
-70% -$1.98M 0.13% 76
2022
Q1 		$2.98M Sell
98,138
-2,272
-2% -$69.7K 0.47% 38
2021
Q4 		$3.16M Buy
100,410
+35,066
+54% +$1.1M 0.47% 40
2021
Q3 		$2.04M Buy
65,344
+27,978
+75% +$883K 0.36% 57
2021
Q2 		$1.17M Buy
+37,366
New +$1.16M 0.23% 129
2018
Q2 		– Sell
-160
Closed -$4K – 412
2018
Q1 		$4K Sell
160
-34
-18% -$930 ﹤0.01% 460
2017
Q4 		$5K Buy
+194
New +$5.37K ﹤0.01% 369

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

Virtue Capital Management's SCHP Position: Q2 2026 in Review

Virtue Capital Management reduced its Schwab US TIPS ETF (SCHP) stake by 25% in Q2 2026, selling an estimated $545K and leaving 60,370 shares worth $1.6M. The position accounts for 0.21% of the portfolio, ranked #100.

Virtue Capital Management first reported a position in SCHP in Q4 2017 and has held it in 22 quarters since. The position peaked at $8.68M in Q1 2025. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Virtue Capital Management held 60,370 shares of Schwab US TIPS ETF worth $1.6M as of Q2 2026.
  • Virtue Capital Management sold 20,411 Schwab US TIPS ETF shares in Q2 2026, an estimated $545K.
  • Schwab US TIPS ETF made up 0.21% of Virtue Capital Management's portfolio in Q2 2026, its #100 holding.
  • Virtue Capital Management first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 22 quarters since.
  • Virtue Capital Management's Schwab US TIPS ETF position peaked at $8.68M in Q1 2025.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.