Trustmark National Bank Trust Department’s Schwab US TIPS ETF SCHP Stock Holding History

Trustmark National Bank Trust Department’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	$4.21M	Hold	158,130	–	–	0.27%	73
2025 Q4	$4.19M	Sell	158,130 -1,870	-1%	-$50.2K	0.26%	73
2025 Q3	$4.31M	Hold	160,000	–	–	0.28%	75
2025 Q2	$4.27M	Hold	160,000	–	–	0.29%	74
2025 Q1	$4.3M	Hold	160,000	–	–	0.32%	66
2024 Q4	$4.13M	Hold	160,000	–	–	0.31%	70
2024 Q3	$4.29M	Hold	160,000	–	–	0.32%	71
2024 Q2	$4.16M	Buy	160,000 +34,000	+27%	+$879K	0.33%	72
2024 Q1	$3.29M	Sell	126,000 -318	-0.3%	-$8.25K	0.27%	82
2023 Q4	$3.3M	Buy	+126,318	New	+$3.21M	0.3%	78

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Trustmark National Bank Trust Department's SCHP Position: Q1 2026 in Review

Trustmark National Bank Trust Department held its Schwab US TIPS ETF (SCHP) position steady in Q1 2026 at 158,130 shares worth $4.21M. The position accounts for 0.27% of the portfolio, ranked #73.

Trustmark National Bank Trust Department first reported a position in SCHP in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.31M in Q3 2025. 730 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Trustmark National Bank Trust Department held 158,130 shares of Schwab US TIPS ETF worth $4.21M as of Q1 2026.
Trustmark National Bank Trust Department left its Schwab US TIPS ETF share count unchanged in Q1 2026.
Schwab US TIPS ETF made up 0.27% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #73 holding.
Trustmark National Bank Trust Department first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 10 quarters since.
Trustmark National Bank Trust Department's Schwab US TIPS ETF position peaked at $4.31M in Q3 2025.
730 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.