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

Colonial 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 Q1	–	Sell	-1,000	Closed	-$26.5K	–	1163
2025 Q4	$26.5K	Hold	1,000	–	–	﹤0.01%	642
2025 Q3	$26.9K	Sell	1,000 -200	-17%	-$5.35K	﹤0.01%	632
2025 Q2	$32K	Hold	1,200	–	–	﹤0.01%	599
2025 Q1	$32.3K	Sell	1,200 -400	-25%	-$10.5K	0.01%	610
2024 Q4	$41.3K	Hold	1,600	–	–	0.01%	618
2024 Q3	$42.9K	Hold	1,600	–	–	0.01%	575
2024 Q2	$41.6K	Hold	1,600	–	–	0.01%	541
2024 Q1	$41.7K	Hold	1,600	–	–	0.01%	540
2023 Q4	$41.8K	Hold	1,600	–	–	0.01%	531
2023 Q3	$40.4K	Hold	1,600	–	–	0.01%	511
2023 Q2	$41.9K	Sell	1,600 -8,100	-84%	-$215K	0.01%	505
2023 Q1	$260K	Hold	9,700	–	–	0.07%	199
2022 Q4	$251K	Sell	9,700 -1,000	-9%	-$26.2K	0.07%	185
2022 Q3	$277K	Buy	+10,700	New	+$297K	0.09%	164

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

Colonial Trust's SCHP Position: Q1 2026 in Review

Colonial Trust sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 1,000 shares — an estimated $26.5K sold.

Colonial Trust first reported a position in SCHP in Q3 2022 and held it in 14 quarters. The position peaked at $277K in Q3 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Colonial Trust reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
Colonial Trust sold 1,000 Schwab US TIPS ETF shares in Q1 2026, an estimated $26.5K.
Colonial Trust first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 14 quarters.
Colonial Trust's Schwab US TIPS ETF position peaked at $277K in Q3 2022.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.