AMG National Trust Bank’s Schwab US TIPS ETF SCHP Stock Holding History

AMG National Trust Bank’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	$5.59M	Buy	210,016 +27,807	+15%	+$742K	0.12%	115
2025 Q4	$4.83M	Buy	182,209 +23,737	+15%	+$637K	0.11%	110
2025 Q3	$4.27M	Buy	158,472 +102,539	+183%	+$2.74M	0.1%	116
2025 Q2	$1.49M	Buy	55,933 +10,755	+24%	+$285K	0.04%	237
2025 Q1	$1.21M	Buy	45,178 +13,556	+43%	+$356K	0.03%	261
2024 Q4	$817K	Buy	+31,622	New	+$831K	0.02%	306

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AMG National Trust Bank's SCHP Position: Q1 2026 in Review

AMG National Trust Bank increased its Schwab US TIPS ETF (SCHP) stake by 15% in Q1 2026, buying an estimated $742K and bringing the position to 210,016 shares worth $5.59M. The position accounts for 0.12% of the portfolio, ranked #115.

AMG National Trust Bank first reported a position in SCHP in Q4 2024 and has held it in 6 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

AMG National Trust Bank held 210,016 shares of Schwab US TIPS ETF worth $5.59M as of Q1 2026.
AMG National Trust Bank bought 27,807 Schwab US TIPS ETF shares in Q1 2026, an estimated $742K.
Schwab US TIPS ETF made up 0.12% of AMG National Trust Bank's portfolio in Q1 2026, its #115 holding.
AMG National Trust Bank first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.