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Evanson Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Evanson Asset Management’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
2025
Q4 		– Sell
-8,613
Closed -$232K – 334
2025
Q3 		$232K Buy
+8,613
New +$231K 0.01% 298
2022
Q2 		– Sell
-8,428
Closed -$256K – 298
2022
Q1 		$256K Buy
8,428
+1,944
+30% +$59.6K 0.02% 243
2021
Q4 		$204K Buy
+6,484
New +$204K 0.02% 275

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evanson Asset Management's SCHP Position: Q4 2025 in Review

Evanson Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2025, closing a stake of 8,613 shares — an estimated $232K sold.

Evanson Asset Management first reported a position in SCHP in Q4 2021 and held it in 3 quarters. The position peaked at $256K in Q1 2022. 712 funds tracked by Wall St. Rank hold SCHP as of Q4 2025.

  • Evanson Asset Management reported no remaining Schwab US TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Evanson Asset Management sold 8,613 Schwab US TIPS ETF shares in Q4 2025, an estimated $232K.
  • Evanson Asset Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 3 quarters.
  • Evanson Asset Management's Schwab US TIPS ETF position peaked at $256K in Q1 2022.
  • 712 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2025.

Based on Evanson Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.