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Summit Trail Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Summit Trail Advisors’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 		$552K Buy
20,735
+11,506
+125% +$307K 0.01% 1138
2025
Q4 		$244K Sell
9,229
-1,559
-14% -$41.8K ﹤0.01% 1243
2025
Q3 		$291K Sell
10,788
-490
-4% -$13.1K ﹤0.01% 1216
2025
Q2 		$301K Buy
+11,278
New +$298K 0.01% 917
2024
Q4 		– Sell
-154,862
Closed -$4.15M – 695
2024
Q3 		$4.15M Buy
154,862
+3,320
+2% +$87.7K 0.1% 86
2024
Q2 		$3.94M Sell
151,542
-169,898
-53% -$4.39M 0.1% 83
2024
Q1 		$8.38M Sell
321,440
-26,356
-8% -$684K 0.22% 46
2023
Q4 		$9.08M Buy
347,796
+65,818
+23% +$1.67M 0.3% 40
2023
Q3 		$7.12M Buy
281,978
+43,644
+18% +$1.12M 0.26% 41
2023
Q2 		$6.25M Buy
238,334
+92,006
+63% +$2.44M 0.24% 47
2023
Q1 		$3.92M Sell
146,328
-196,518
-57% -$5.17M 0.16% 58
2022
Q4 		$8.88M Buy
342,846
+221,474
+182% +$5.79M 0.39% 35
2022
Q3 		$3.14M Buy
121,372
+18,010
+17% +$501K 0.17% 54
2022
Q2 		$2.88M Buy
+103,362
New +$3M 0.18% 60

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

Summit Trail Advisors's SCHP Position: Q1 2026 in Review

Summit Trail Advisors increased its Schwab US TIPS ETF (SCHP) stake by 125% in Q1 2026, buying an estimated $307K and bringing the position to 20,735 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #1138.

Summit Trail Advisors first reported a position in SCHP in Q2 2022 and has held it in 14 quarters since. The position peaked at $9.08M in Q4 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Summit Trail Advisors held 20,735 shares of Schwab US TIPS ETF worth $552K as of Q1 2026.
  • Summit Trail Advisors bought 11,506 Schwab US TIPS ETF shares in Q1 2026, an estimated $307K.
  • Schwab US TIPS ETF made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1138 holding.
  • Summit Trail Advisors first reported a position in Schwab US TIPS ETF in Q2 2022 and has held it in 14 quarters since.
  • Summit Trail Advisors's Schwab US TIPS ETF position peaked at $9.08M in Q4 2023.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.