Blue Trust Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Blue Trust Inc’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	$58.4K	Buy	2,205 +480	+28%	+$12.8K	﹤0.01%	1290
2026 Q1	$45.9K	Sell	1,725 -3,292	-66%	-$87.8K	﹤0.01%	1363
2025 Q4	$133K	Buy	5,017 +1,912	+62%	+$51.3K	﹤0.01%	939
2025 Q3	$83.7K	Buy	3,105 +1,096	+55%	+$29.3K	﹤0.01%	1153
2025 Q2	$53.6K	Buy	2,009 +1,987	+9,032%	+$52.6K	﹤0.01%	1438
2025 Q1	$592	Sell	22 -36	-62%	-$947	﹤0.01%	2347
2024 Q4	$1.5K	Sell	58 -148	-72%	-$3.89K	﹤0.01%	2238
2024 Q3	$5.33K	Buy	206 +94	+84%	+$2.48K	﹤0.01%	2384
2024 Q2	$2.9K	Hold	112	–	–	﹤0.01%	2350
2024 Q1	$2.9K	Sell	112 -4	-3%	-$104	﹤0.01%	1742
2023 Q4	$3K	Hold	116	–	–	﹤0.01%	2045
2023 Q3	$3K	Hold	116	–	–	﹤0.01%	1768
2023 Q2	$3K	Sell	116 -156	-57%	-$4.14K	﹤0.01%	1678
2023 Q1	$7K	Buy	+272	New	+$7.16K	﹤0.01%	1710
2022 Q4	–	Sell	-506	Closed	-$14K	–	2436
2022 Q3	$14K	Buy	+506	New	+$14.1K	﹤0.01%	1239

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 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

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 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

Blue Trust Inc's SCHP Position: Q2 2026 in Review

Blue Trust Inc increased its Schwab US TIPS ETF (SCHP) stake by 28% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,205 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Blue Trust Inc first reported a position in SCHP in Q3 2022 and has held it in 15 quarters since. The position peaked at $133K in Q4 2025. 171 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Blue Trust Inc held 2,205 shares of Schwab US TIPS ETF worth $58.4K as of Q2 2026.
Blue Trust Inc bought 480 Schwab US TIPS ETF shares in Q2 2026, an estimated $12.8K.
Schwab US TIPS ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1290 holding.
Blue Trust Inc first reported a position in Schwab US TIPS ETF in Q3 2022 and has held it in 15 quarters since.
Blue Trust Inc's Schwab US TIPS ETF position peaked at $133K in Q4 2025.
171 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.