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Evermay Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Evermay Wealth 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
2026
Q2 		– Sell
-7
Closed -$187 – 680
2026
Q1 		$187 Buy
+7
New +$187 ﹤0.01% 583
2025
Q2 		– Sell
-48
Closed -$1.29K – 600
2025
Q1 		$1.29K Buy
+48
New +$1.26K ﹤0.01% 526

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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

Evermay Wealth Management's SCHP Position: Q2 2026 in Review

Evermay Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 7 shares — an estimated $187 sold.

Evermay Wealth Management first reported a position in SCHP in Q1 2025 and held it in 2 quarters. The position peaked at $1.29K in Q1 2025. 790 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Evermay Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 7 Schwab US TIPS ETF shares in Q2 2026, an estimated $187.
  • Evermay Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2025 and held it in 2 quarters.
  • Evermay Wealth Management's Schwab US TIPS ETF position peaked at $1.29K in Q1 2025.
  • 790 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.