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American Trust Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

American Trust Investment 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
Q1 		$1.83M Sell
68,930
-1,140
-2% -$30.4K 1.01% 37
2025
Q4 		$1.86M Hold
70,070
– – 0.99% 35
2025
Q3 		$1.89M Sell
70,070
-13,620
-16% -$364K 0.97% 37
2025
Q2 		$2.23M Sell
83,690
-126,656
-60% -$3.35M 1.13% 33
2025
Q1 		$5.66M Sell
210,346
-4,630
-2% -$122K 2.37% 11
2024
Q4 		$5.55M Sell
214,976
-582
-0.3% -$15.3K 2.28% 11
2024
Q3 		$5.78M Buy
215,558
+100,818
+88% +$2.66M 2.37% 11
2024
Q2 		$2.98M Buy
114,740
+950
+0.8% +$24.6K 1.45% 30
2024
Q1 		$2.97M Buy
113,790
+470
+0.4% +$12.2K 1.41% 32
2023
Q4 		$2.96M Sell
113,320
-9,400
-8% -$239K 1.54% 32
2023
Q3 		$3.1M Sell
122,720
-2,420
-2% -$62.4K 1.71% 26
2023
Q2 		$3.28M Sell
125,140
-9,652
-7% -$256K 1.84% 26
2023
Q1 		$3.61M Buy
134,792
+55,910
+71% +$1.47M 2.17% 15
2022
Q4 		$2.04M Sell
78,882
-63,358
-45% -$1.66M 1.3% 34
2022
Q3 		$3.68M Sell
142,240
-3,840
-3% -$107K 2.37% 13
2022
Q2 		$4.08M Sell
146,080
-430
-0.3% -$12.5K 2.56% 11
2022
Q1 		$4.45M Sell
146,510
-1,340
-0.9% -$41.1K 2.28% 11
2021
Q4 		$4.65M Buy
147,850
+7,540
+5% +$237K 2.31% 12
2021
Q3 		$4.39M Hold
140,310
– – 2.47% 12
2021
Q2 		$4.38M Hold
140,310
– – 2.35% 14
2021
Q1 		$4.29M Buy
140,310
+79,450
+131% +$2.45M 2.5% 10
2020
Q4 		$1.89M Buy
+60,860
New +$1.87M 1.17% 31

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

American Trust Investment Advisors's SCHP Position: Q1 2026 in Review

American Trust Investment Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 1.6% in Q1 2026, selling an estimated $30.4K and leaving 68,930 shares worth $1.83M. The position accounts for 1.01% of the portfolio, ranked #37.

American Trust Investment Advisors first reported a position in SCHP in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.78M in Q3 2024. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • American Trust Investment Advisors held 68,930 shares of Schwab US TIPS ETF worth $1.83M as of Q1 2026.
  • American Trust Investment Advisors sold 1,140 Schwab US TIPS ETF shares in Q1 2026, an estimated $30.4K.
  • Schwab US TIPS ETF made up 1.01% of American Trust Investment Advisors's portfolio in Q1 2026, its #37 holding.
  • American Trust Investment Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and has held it in 22 quarters since.
  • American Trust Investment Advisors's Schwab US TIPS ETF position peaked at $5.78M in Q3 2024.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.