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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
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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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

Evolution Wealth Management's SCHP Position: Q1 2026 in Review

Evolution Wealth Management increased its Schwab US TIPS ETF (SCHP) stake by 732% in Q1 2026, buying an estimated $6.64K and bringing the position to 283 shares worth $7.53K. The position accounts for 0.01% of the portfolio, ranked #555.

Evolution Wealth Management first reported a position in SCHP in Q3 2025 and has held it in 3 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Evolution Wealth Management held 283 shares of Schwab US TIPS ETF worth $7.53K as of Q1 2026.
  • Evolution Wealth Management bought 249 Schwab US TIPS ETF shares in Q1 2026, an estimated $6.64K.
  • Schwab US TIPS ETF made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #555 holding.
  • Evolution Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2025 and has held it in 3 quarters since.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.