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Trust Point Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Trust Point Inc’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
Q2 		$229K Buy
8,651
+207
+2% +$5.52K 0.02% 422
2026
Q1 		$225K Sell
8,444
-8,659
-51% -$231K 0.02% 480
2025
Q4 		$453K Buy
17,103
+63
+0.4% +$1.69K 0.04% 251
2025
Q3 		$459K Buy
17,040
+529
+3% +$14.2K 0.04% 250
2025
Q2 		$441K Buy
16,511
+2,957
+22% +$78.2K 0.04% 211
2025
Q1 		$364K Buy
+13,554
New +$356K 0.03% 292

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Trust Point Inc's SCHP Position: Q2 2026 in Review

Trust Point Inc increased its Schwab US TIPS ETF (SCHP) stake by 2.5% in Q2 2026, buying an estimated $5.52K and bringing the position to 8,651 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #422.

Trust Point Inc first reported a position in SCHP in Q1 2025 and has held it in 6 quarters since. The position peaked at $459K in Q3 2025. 127 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Trust Point Inc held 8,651 shares of Schwab US TIPS ETF worth $229K as of Q2 2026.
  • Trust Point Inc bought 207 Schwab US TIPS ETF shares in Q2 2026, an estimated $5.52K.
  • Schwab US TIPS ETF made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #422 holding.
  • Trust Point Inc first reported a position in Schwab US TIPS ETF in Q1 2025 and has held it in 6 quarters since.
  • Trust Point Inc's Schwab US TIPS ETF position peaked at $459K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.