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 Q3	$44.2K	Sell	1,758 -447	-20%	-$11.6K	﹤0.01%	1262
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

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Blue Trust Inc's SCHP Position: Q3 2026 in Review

Blue Trust Inc reduced its Schwab US TIPS ETF (SCHP) stake by 20% in Q3 2026, selling an estimated $11.6K and leaving 1,758 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Blue Trust Inc first reported a position in SCHP in Q3 2022 and has held it in 16 quarters since. The position peaked at $133K in Q4 2025. 692 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Blue Trust Inc held 1,758 shares of Schwab US TIPS ETF worth $44.2K as of Q3 2026.
Blue Trust Inc sold 447 Schwab US TIPS ETF shares in Q3 2026, an estimated $11.6K.
Schwab US TIPS ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1262 holding.
Blue Trust Inc first reported a position in Schwab US TIPS ETF in Q3 2022 and has held it in 16 quarters since.
Blue Trust Inc's Schwab US TIPS ETF position peaked at $133K in Q4 2025.
692 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.