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EverSource Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

EverSource Wealth 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 		$1.18M Sell
44,493
-2,104
-5% -$56.1K 0.04% 346
2025
Q4 		$1.23M Sell
46,597
-3,280
-7% -$88K 0.05% 288
2025
Q3 		$1.34M Buy
49,877
+30,696
+160% +$821K 0.05% 242
2025
Q2 		$512K Sell
19,181
-1,667
-8% -$44.1K 0.02% 446
2025
Q1 		$561K Sell
20,848
-1,312
-6% -$34.5K 0.03% 357
2024
Q4 		$572K Sell
22,160
-4,034
-15% -$106K 0.03% 344
2024
Q3 		$702K Sell
26,194
-6,784
-21% -$179K 0.04% 275
2024
Q2 		$869K Buy
32,978
+13,182
+67% +$341K 0.06% 233
2024
Q1 		$507K Buy
19,796
+8,890
+82% +$231K 0.04% 267
2023
Q4 		$285K Buy
10,906
+1,818
+20% +$46.2K 0.03% 353
2023
Q3 		$229K Sell
9,088
-160
-2% -$4.12K 0.02% 366
2023
Q2 		$242K Sell
9,248
-34
-0.4% -$901 0.03% 356
2023
Q1 		$249K Buy
9,282
+712
+8% +$18.7K 0.03% 337
2022
Q4 		$222K Buy
8,570
+3,916
+84% +$102K 0.03% 338
2022
Q3 		$121K Sell
4,654
-1,150
-20% -$32K 0.03% 383
2022
Q2 		$162K Sell
5,804
-3,024
-34% -$87.8K 0.04% 286
2022
Q1 		$268K Buy
8,828
+1,654
+23% +$50.7K 0.07% 218
2021
Q4 		$226K Buy
+7,174
New +$226K 0.06% 210

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

EverSource Wealth Advisors's SCHP Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Schwab US TIPS ETF (SCHP) stake by 4.5% in Q1 2026, selling an estimated $56.1K and leaving 44,493 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #346.

EverSource Wealth Advisors first reported a position in SCHP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.34M in Q3 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • EverSource Wealth Advisors held 44,493 shares of Schwab US TIPS ETF worth $1.18M as of Q1 2026.
  • EverSource Wealth Advisors sold 2,104 Schwab US TIPS ETF shares in Q1 2026, an estimated $56.1K.
  • Schwab US TIPS ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q1 2026, its #346 holding.
  • EverSource Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Schwab US TIPS ETF position peaked at $1.34M in Q3 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.