Westover Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Westover Capital Advisors’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	$11.1M	Buy	418,819 +15,168	+4%	+$405K	1.84%	17
2026 Q1	$10.7M	Buy	403,651 +12,168	+3%	+$325K	1.98%	13
2025 Q4	$10.4M	Sell	391,483 -5,040	-1%	-$135K	1.89%	15
2025 Q3	$10.7M	Buy	396,523 +6,549	+2%	+$175K	1.98%	14
2025 Q2	$10.4M	Buy	389,974 +24,279	+7%	+$642K	2.08%	13
2025 Q1	$9.83M	Buy	+365,695	New	+$9.61M	2.18%	11

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Westover Capital Advisors's SCHP Position: Q2 2026 in Review

Westover Capital Advisors increased its Schwab US TIPS ETF (SCHP) stake by 3.8% in Q2 2026, buying an estimated $405K and bringing the position to 418,819 shares worth $11.1M. The position accounts for 1.84% of the portfolio, ranked #17.

Westover Capital Advisors first reported a position in SCHP in Q1 2025 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Westover Capital Advisors held 418,819 shares of Schwab US TIPS ETF worth $11.1M as of Q2 2026.
Westover Capital Advisors bought 15,168 Schwab US TIPS ETF shares in Q2 2026, an estimated $405K.
Schwab US TIPS ETF made up 1.84% of Westover Capital Advisors's portfolio in Q2 2026, its #17 holding.
Westover Capital Advisors first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 6 quarters since.
788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.