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Whittier Trust’s Schwab US TIPS ETF SCHP Stock Holding History

Whittier Trust’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 		$67.6K Sell
2,572
-1,250
-33% -$33.4K ﹤0.01% 824
2026
Q1 		$102K Hold
3,822
– – ﹤0.01% 708
2025
Q4 		$101K Buy
3,822
+1,250
+49% +$33.5K ﹤0.01% 729
2025
Q3 		$69.1K Hold
2,572
– – ﹤0.01% 783
2025
Q2 		$68.6K Hold
2,572
– – ﹤0.01% 879
2025
Q1 		$69.1K Sell
2,572
-3,682
-59% -$96.8K ﹤0.01% 864
2024
Q4 		$161K Hold
6,254
– – ﹤0.01% 704
2024
Q3 		$168K Hold
6,254
– – ﹤0.01% 697
2024
Q2 		$163K Sell
6,254
-780
-11% -$20.2K ﹤0.01% 680
2024
Q1 		$183K Hold
7,034
– – ﹤0.01% 665
2023
Q4 		$184K Sell
7,034
-1,930
-22% -$49.1K ﹤0.01% 657
2023
Q3 		$226K Sell
8,964
-2,924
-25% -$75.4K ﹤0.01% 605
2023
Q2 		$312K Hold
11,888
– – 0.01% 550
2023
Q1 		$319K Hold
11,888
– – 0.01% 556
2022
Q4 		$308K Buy
11,888
+2,572
+28% +$67.3K 0.01% 553
2022
Q3 		$241K Hold
9,316
– – 0.01% 587
2022
Q2 		$260K Sell
9,316
-2,930
-24% -$85K 0.01% 582
2022
Q1 		$372K Hold
12,246
– – 0.01% 549
2021
Q4 		$385K Hold
12,246
– – 0.01% 535
2021
Q3 		$383K Hold
12,246
– – 0.01% 508
2021
Q2 		$383K Hold
12,246
– – 0.01% 522
2021
Q1 		$374K Hold
12,246
– – 0.01% 521
2020
Q4 		$380K Buy
12,246
+5,854
+92% +$180K 0.01% 476
2020
Q3 		$197K Hold
6,392
– – ﹤0.01% 573
2020
Q2 		$192K Hold
6,392
– – 0.01% 556
2020
Q1 		$184K Buy
+6,392
New +$183K 0.01% 537
2019
Q2 		– Sell
-96
Closed -$3K – 1447
2019
Q1 		$3K Buy
+96
New +$2.59K ﹤0.01% 1183

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Whittier Trust's SCHP Position: Q2 2026 in Review

Whittier Trust reduced its Schwab US TIPS ETF (SCHP) stake by 33% in Q2 2026, selling an estimated $33.4K and leaving 2,572 shares worth $67.6K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Whittier Trust first reported a position in SCHP in Q1 2019 and has held it in 27 quarters since. The position peaked at $385K in Q4 2021. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Whittier Trust held 2,572 shares of Schwab US TIPS ETF worth $67.6K as of Q2 2026.
  • Whittier Trust sold 1,250 Schwab US TIPS ETF shares in Q2 2026, an estimated $33.4K.
  • Schwab US TIPS ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #824 holding.
  • Whittier Trust first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 27 quarters since.
  • Whittier Trust's Schwab US TIPS ETF position peaked at $385K in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.