WTA
SCHP icon

Washington Trust Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Washington Trust 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 		$2.71M Sell
101,696
-4,890
-5% -$130K 0.22% 68
2025
Q4 		$2.82M Buy
106,586
+4,640
+5% +$124K 0.22% 65
2025
Q3 		$2.75M Sell
101,946
-4,050
-4% -$108K 0.21% 65
2025
Q2 		$2.83M Buy
105,996
+330
+0.3% +$8.73K 0.23% 62
2025
Q1 		$2.84M Buy
105,666
+100
+0.1% +$2.63K 0.25% 63
2024
Q4 		$2.73M Sell
105,566
-5,850
-5% -$154K 0.23% 67
2024
Q3 		$2.99M Sell
111,416
-7,440
-6% -$196K 0.26% 63
2024
Q2 		$3.09M Sell
118,856
-4,500
-4% -$116K 0.28% 59
2024
Q1 		$3.22M Sell
123,356
-4,900
-4% -$127K 0.29% 60
2023
Q4 		$3.35M Sell
128,256
-19,696
-13% -$501K 0.32% 55
2023
Q3 		$3.74M Sell
147,952
-1,120
-0.8% -$28.9K 0.38% 55
2023
Q2 		$3.91M Sell
149,072
-7,240
-5% -$192K 0.38% 56
2023
Q1 		$4.19M Sell
156,312
-20,300
-11% -$534K 0.43% 55
2022
Q4 		$4.57M Sell
176,612
-12,828
-7% -$336K 0.5% 52
2022
Q3 		$4.91M Sell
189,440
-9,438
-5% -$262K 0.46% 55
2022
Q2 		$5.55M Sell
198,878
-6,320
-3% -$183K 0.49% 54
2022
Q1 		$6.23M Buy
205,198
+53,110
+35% +$1.63M 0.44% 55
2021
Q4 		$4.78M Buy
+152,088
New +$4.79M 0.32% 65

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

Washington Trust Advisors's SCHP Position: Q1 2026 in Review

Washington Trust Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 4.6% in Q1 2026, selling an estimated $130K and leaving 101,696 shares worth $2.71M. The position accounts for 0.22% of the portfolio, ranked #68.

Washington Trust Advisors first reported a position in SCHP in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.23M in Q1 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Washington Trust Advisors held 101,696 shares of Schwab US TIPS ETF worth $2.71M as of Q1 2026.
  • Washington Trust Advisors sold 4,890 Schwab US TIPS ETF shares in Q1 2026, an estimated $130K.
  • Schwab US TIPS ETF made up 0.22% of Washington Trust Advisors's portfolio in Q1 2026, its #68 holding.
  • Washington Trust Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's Schwab US TIPS ETF position peaked at $6.23M in Q1 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.