Wedmont Private Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Wedmont Private 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 Q3	$210K	Buy	8,352 +1	+0%	+$26	0.01%	945
2026 Q2	$219K	Sell	8,351 -12,098	-59%	-$323K	0.01%	882
2026 Q1	$546K	Buy	20,449 +12,089	+145%	+$323K	0.02%	463
2025 Q4	$222K	Sell	8,360 -376	-4%	-$10.1K	0.01%	749
2025 Q3	$235K	Buy	+8,736	New	+$234K	0.01%	695

Other funds holding SCHP

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

VFP

Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wedmont Private Capital's SCHP Position: Q3 2026 in Review

Wedmont Private Capital increased its Schwab US TIPS ETF (SCHP) stake by 0.01% in Q3 2026, buying an estimated $26 and bringing the position to 8,352 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #945.

Wedmont Private Capital first reported a position in SCHP in Q3 2025 and has held it in 5 quarters since. The position peaked at $546K in Q1 2026. 45 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Wedmont Private Capital held 8,352 shares of Schwab US TIPS ETF worth $210K as of Q3 2026.
Wedmont Private Capital bought 1 Schwab US TIPS ETF share in Q3 2026, an estimated $26.
Schwab US TIPS ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #945 holding.
Wedmont Private Capital first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 5 quarters since.
Wedmont Private Capital's Schwab US TIPS ETF position peaked at $546K in Q1 2026.
45 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.