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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
Q2 		– Sell
-10,392,695
Closed -$277M – 524
2026
Q1 		$277M Buy
10,392,695
+1,360,179
+15% +$36.3M 4.97% 3
2025
Q4 		$239M Buy
9,032,516
+1,281,394
+17% +$34.4M 4.47% 3
2025
Q3 		$209M Buy
7,751,122
+999,883
+15% +$26.8M 4.23% 4
2025
Q2 		$180M Buy
6,751,239
+1,192,993
+21% +$31.6M 4.12% 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 3.68% 6
2024
Q2 		$416K Sell
15,994
-5,291,120
-100% -$137M 0.49% 43
2024
Q1 		$138M Buy
5,307,114
+5,288,838
+28,939% +$137M 4.1% 5
2023
Q4 		$477K Sell
18,276
-8,236,820
-100% -$210M 0.77% 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 5.7% 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 $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

Evoke Wealth's SCHP Position: Q2 2026 in Review

Evoke Wealth sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 10,392,695 shares — an estimated $277M sold.

Evoke Wealth first reported a position in SCHP in Q2 2022 and held it in 16 quarters. The position peaked at $277M in Q1 2026. 783 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Evoke Wealth reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 10,392,695 Schwab US TIPS ETF shares in Q2 2026, an estimated $277M.
  • Evoke Wealth first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 16 quarters.
  • Evoke Wealth's Schwab US TIPS ETF position peaked at $277M in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.