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Private Trust Company’s Schwab US TIPS ETF SCHP Stock Holding History

Private Trust Company’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 		$112K Hold
4,213
– – 0.01% 992
2025
Q4 		$112K Sell
4,213
-160
-4% -$4.29K 0.01% 981
2025
Q3 		$118K Buy
4,373
+160
+4% +$4.28K 0.01% 960
2025
Q2 		$112K Hold
4,213
– – 0.01% 916
2025
Q1 		$113K Sell
4,213
-436
-9% -$11.5K 0.01% 903
2024
Q4 		$120K Buy
4,649
+2,649
+132% +$69.6K 0.01% 857
2024
Q3 		$53.6K Hold
2,000
– – 0.01% 1115
2024
Q2 		$52K Sell
2,000
-1,034
-34% -$26.7K 0.01% 1102
2024
Q1 		$79.1K Hold
3,034
– – 0.01% 952
2023
Q4 		$79.2K Sell
3,034
-372
-11% -$9.46K 0.01% 900
2023
Q3 		$86K Sell
3,406
-1,152
-25% -$29.7K 0.01% 856
2023
Q2 		$119K Hold
4,558
– – 0.02% 745
2023
Q1 		$122K Sell
4,558
-1,480
-25% -$38.9K 0.02% 701
2022
Q4 		$156K Sell
6,038
-1,376
-19% -$36K 0.02% 590
2022
Q3 		$192K Sell
7,414
-5,264
-42% -$146K 0.03% 492
2022
Q2 		$354K Buy
+12,678
New +$368K 0.06% 355

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Private Trust Company's SCHP Position: Q1 2026 in Review

Private Trust Company held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 4,213 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #992.

Private Trust Company first reported a position in SCHP in Q2 2022 and has held it in 16 quarters since. The position peaked at $354K in Q2 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Private Trust Company held 4,213 shares of Schwab US TIPS ETF worth $112K as of Q1 2026.
  • Private Trust Company left its Schwab US TIPS ETF share count unchanged in Q1 2026.
  • Schwab US TIPS ETF made up 0.01% of Private Trust Company's portfolio in Q1 2026, its #992 holding.
  • Private Trust Company first reported a position in Schwab US TIPS ETF in Q2 2022 and has held it in 16 quarters since.
  • Private Trust Company's Schwab US TIPS ETF position peaked at $354K in Q2 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.