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

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

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. 786 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.
786 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.