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GenTrust’s Schwab US TIPS ETF SCHP Stock Holding History

GenTrust’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
2021
Q1 		– Sell
-32,256
Closed -$1M – 177
2020
Q4 		$1M Buy
+32,256
New +$991K 0.09% 63

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
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
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

GenTrust's SCHP Position: Q2 2026 in Review

GenTrust increased its Schwab US TIPS ETF (SCHP) stake by 42% in Q2 2026, buying an estimated $2.46M and bringing the position to 310,845 shares worth $8.24M. The position accounts for 0.32% of the portfolio, ranked #47.

GenTrust first reported a position in SCHP in Q1 2017 and has held it in 31 quarters since. The position peaked at $9.75M in Q1 2023. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • GenTrust held 310,845 shares of Schwab US TIPS ETF worth $8.24M as of Q2 2026.
  • GenTrust bought 92,315 Schwab US TIPS ETF shares in Q2 2026, an estimated $2.46M.
  • Schwab US TIPS ETF made up 0.32% of GenTrust's portfolio in Q2 2026, its #47 holding.
  • GenTrust first reported a position in Schwab US TIPS ETF in Q1 2017 and has held it in 31 quarters since.
  • GenTrust's Schwab US TIPS ETF position peaked at $9.75M in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.