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

Waterloo 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 		$384K Buy
14,472
+6,170
+74% +$165K 0.02% 406
2026
Q1 		$221K Sell
8,302
-250
-3% -$6.67K 0.02% 452
2025
Q4 		$227K Buy
+8,552
New +$229K 0.02% 428
2020
Q1 		$855K Buy
+29,734
New +$851K 0.61% 39

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

Waterloo Capital's SCHP Position: Q2 2026 in Review

Waterloo Capital increased its Schwab US TIPS ETF (SCHP) stake by 74% in Q2 2026, buying an estimated $165K and bringing the position to 14,472 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #406.

Waterloo Capital first reported a position in SCHP in Q1 2020 and has held it in 4 quarters since. The position peaked at $855K in Q1 2020. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Waterloo Capital held 14,472 shares of Schwab US TIPS ETF worth $384K as of Q2 2026.
  • Waterloo Capital bought 6,170 Schwab US TIPS ETF shares in Q2 2026, an estimated $165K.
  • Schwab US TIPS ETF made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #406 holding.
  • Waterloo Capital first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 4 quarters since.
  • Waterloo Capital's Schwab US TIPS ETF position peaked at $855K in Q1 2020.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.