JEST
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JTC Employer Solutions Trustee’s Schwab US TIPS ETF SCHP Stock Holding History

JTC Employer Solutions Trustee’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 		$3.78M Hold
141,964
– – 0.32% 35
2025
Q4 		$3.76M Hold
141,964
– – 0.26% 36
2025
Q3 		$3.82M Hold
141,964
– – 0.33% 34
2025
Q2 		$3.79M Hold
141,964
– – 0.36% 29
2025
Q1 		$3.81M Hold
141,964
– – 0.31% 31
2024
Q4 		$3.75M Hold
141,964
– – 0.27% 34
2024
Q3 		$3.74M Hold
141,964
– – 0.24% 33
2024
Q2 		$3.64M Hold
141,964
– – 0.24% 33
2024
Q1 		$3.68M Hold
141,964
– – 0.23% 35
2023
Q4 		$3.63M Buy
141,964
+4,232
+3% +$108K 0.33% 35
2023
Q3 		$3.52M Buy
+137,732
New +$3.55M 0.33% 31

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MERSOM
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QCM
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SEI Investments
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Bank of America
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EW
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Cerity Partners
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return