Ownership history in EVOKE WEALTH, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in Schwab US TIPS ETF (SCHP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 9,032,516 | +1,281,394 | +16.5% | 4.47% | $239.3M | $26.49 |
| 2025 Q3 | ADDED | 7,751,122 | +999,883 | +14.8% | 4.23% | $208.9M | $26.51 |
| 2025 Q2 | ADDED | 6,751,239 | +1,192,993 | +21.5% | 4.12% | $180.1M | $25.96 |
| 2025 Q1 | ADDED | 5,558,246 | +697,499 | +14.3% | 3.90% | $149.5M | $25.84 |
| 2024 Q4 | ADDED | 4,860,747 | +2,331,554 | +92.2% | 3.49% | $125.6M | $24.81 |
| 2024 Q3 | ADDED | 2,529,193 | +2,521,196 | +31526.8% | 3.68% | $135.6M | $25.54 |
| 2024 Q2 | REDUCED | 7,997 | -2,645,560 | -99.7% | 0.49% | $416K | $24.52 |
| 2024 Q1 | REDUCED | 2,653,557 | -542,215 | -17.0% | 4.10% | $138.4M | $24.32 |
| 2023 Q4 | REDUCED | 3,195,772 | -931,776 | -22.6% | 3.57% | $166.8M | $24.34 |
| 2023 Q3 | ADDED | 4,127,548 | +894,204 | +27.7% | 7.33% | $208.4M | $23.26 |
As of 2025 Q4 — sorted by position size