WPC
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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
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

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wedmont Private Capital's SCHP Position: Q2 2026 in Review

Wedmont Private Capital reduced its Schwab US TIPS ETF (SCHP) stake by 59% in Q2 2026, selling an estimated $323K and leaving 8,351 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #882.

Wedmont Private Capital first reported a position in SCHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $546K in Q1 2026. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Wedmont Private Capital held 8,351 shares of Schwab US TIPS ETF worth $219K as of Q2 2026.
  • Wedmont Private Capital sold 12,098 Schwab US TIPS ETF shares in Q2 2026, an estimated $323K.
  • Schwab US TIPS ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #882 holding.
  • Wedmont Private Capital first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • Wedmont Private Capital's Schwab US TIPS ETF position peaked at $546K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.