Clearstead Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Clearstead Trust’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	$2.84K	Buy	+113	New	+$2.93K	﹤0.01%	895
2024 Q4	–	Sell	-2,000	Closed	-$53.6K	–	438
2024 Q3	$53.6K	Hold	2,000	–	–	0.01%	240
2024 Q2	$52K	Hold	2,000	–	–	0.01%	239
2024 Q1	$52.2K	Hold	2,000	–	–	0.01%	237
2023 Q4	$52.2K	Hold	2,000	–	–	0.01%	237
2023 Q3	$50.5K	Hold	2,000	–	–	0.02%	222
2023 Q2	$52.4K	Buy	+2,000	New	+$53K	0.02%	209

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

Clearstead Trust's SCHP Position: Q3 2026 in Review

Clearstead Trust opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2026: 113 shares worth $2.84K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in SCHP as recently as Q3 2024.

Clearstead Trust first reported a position in SCHP in Q2 2023 and has held it in 7 quarters since. The position peaked at $53.6K in Q3 2024. 692 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Clearstead Trust held 113 shares of Schwab US TIPS ETF worth $2.84K as of Q3 2026.
Schwab US TIPS ETF was a new Clearstead Trust position in Q3 2026.
Schwab US TIPS ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #895 holding.
Clearstead Trust first reported a position in Schwab US TIPS ETF in Q2 2023 and has held it in 7 quarters since.
Clearstead Trust's Schwab US TIPS ETF position peaked at $53.6K in Q3 2024.
692 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.