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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
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 $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Waterloo Capital's SCHP Position: Q1 2026 in Review

Waterloo Capital reduced its Schwab US TIPS ETF (SCHP) stake by 2.9% in Q1 2026, selling an estimated $6.67K and leaving 8,302 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #452.

Waterloo Capital first reported a position in SCHP in Q1 2020 and has held it in 3 quarters since. The position peaked at $855K in Q1 2020. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Waterloo Capital held 8,302 shares of Schwab US TIPS ETF worth $221K as of Q1 2026.
  • Waterloo Capital sold 250 Schwab US TIPS ETF shares in Q1 2026, an estimated $6.67K.
  • Schwab US TIPS ETF made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #452 holding.
  • Waterloo Capital first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 3 quarters since.
  • Waterloo Capital's Schwab US TIPS ETF position peaked at $855K in Q1 2020.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.