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

Evolution 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 		$7.5K Hold
283
– – ﹤0.01% 627
2026
Q1 		$7.53K Buy
283
+249
+732% +$6.64K 0.01% 555
2025
Q4 		$901 Hold
34
– – ﹤0.01% 687
2025
Q3 		$916 Buy
+34
New +$910 ﹤0.01% 539

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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

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

Evolution Wealth Management held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 283 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Evolution Wealth Management first reported a position in SCHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.53K in Q1 2026. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Evolution Wealth Management held 283 shares of Schwab US TIPS ETF worth $7.5K as of Q2 2026.
  • Evolution Wealth Management left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Evolution Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Schwab US TIPS ETF position peaked at $7.53K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.