EW
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Evoke Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Evoke Wealth’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 		$277M Buy
10,392,695
+1,360,179
+15% +$36.3M 5.1% 3
2025
Q4 		$239M Buy
9,032,516
+1,281,394
+17% +$34.4M 4.6% 3
2025
Q3 		$209M Buy
7,751,122
+999,883
+15% +$26.8M 4.36% 4
2025
Q2 		$180M Buy
6,751,239
+1,192,993
+21% +$31.6M 4.22% 4
2025
Q1 		$149M Buy
5,558,246
+697,499
+14% +$18.3M 3.9% 5
2024
Q4 		$126M Sell
4,860,747
-197,639
-4% -$5.19M 3.49% 5
2024
Q3 		$136M Buy
5,058,386
+5,042,392
+31,527% +$133M 3.7% 6
2024
Q2 		$416K Sell
15,994
-5,291,120
-100% -$137M 0.61% 43
2024
Q1 		$138M Buy
5,307,114
+5,288,838
+28,939% +$137M 4.12% 5
2023
Q4 		$477K Sell
18,276
-8,236,820
-100% -$210M 0.95% 31
2023
Q3 		$208M Buy
8,255,096
+1,788,408
+28% +$46.1M 7.33% 3
2023
Q2 		$170M Buy
6,466,688
+630,514
+11% +$16.7M 5.89% 4
2023
Q1 		$156M Buy
5,836,174
+309,170
+6% +$8.14M 5.71% 4
2022
Q4 		$143M Sell
5,527,004
-2,754,310
-33% -$72.1M 5.18% 4
2022
Q3 		$214M Buy
8,281,314
+833,516
+11% +$23.2M 8.66% 2
2022
Q2 		$208M Buy
+7,447,798
New +$216M 7.69% 3

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 $1.47T 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
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return