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Schwab US TIPS ETF
SCHP

Overview Fund Activity

643 hedge funds and large institutions have $7.6B invested in Schwab US TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 256 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-18
Holders Change %
-2.72%
% of All Funds
9.32%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.74%
New
58
Increased
227
Reduced
256
Closed
67
Calls
$6.17M
Puts
$250K
Net Calls
+$5.92M
Net Calls Change
-$289K

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$190M
2
EW
Evoke Wealth
California
+$138M
3
NL
NEPC LLC
Massachusetts
+$56.3M
4
JRP
Jasper Ridge Partners
California
+$41.6M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$21.7M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$534M
2
Franklin Resources
Franklin Resources
California
-$214M
3
QCM
Quadratic Capital Management
Connecticut
-$112M
4
Goldman Sachs
Goldman Sachs
New York
-$88.5M
5
Morgan Stanley
Morgan Stanley
New York
-$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
226
White Lighthouse Investment Management
Massachusetts
$2.03M +$488K +18,704 +32%
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$1.99M +$361K +13,852 +22%
VWA
228
Visionary Wealth Advisors
Illinois
$1.98M -$1.02M -39,194 -34%
SFS
229
Summit Financial Strategies
Ohio
$1.97M +$100K +3,848 +5%
FBB
230
Fulton Breakefield Broenniman
Maryland
$1.97M -$238K -9,134 -11%
VAS
231
Vestmark Advisory Solutions
Massachusetts
$1.97M +$373K +14,302 +23%
FFN
232
Focus Financial Network
Minnesota
$1.97M -$334K -13,044 -15%
CST
233
Charles Schwab Trust
Nevada
$1.95M +$660K +25,310 +51%
BA
234
Bridge Advisory
California
$1.94M +$972K +37,284 +100%
USCWA
235
U.S. Capital Wealth Advisors
Texas
$1.94M -$3.76K -144 -0.2%
PS
236
Principal Securities
Iowa
$1.93M -$129K -4,960 -6%
KC
237
Kades & Cheifetz
Pennsylvania
$1.93M -$10.2K -392 -0.5%
EBA
238
Eagle Bay Advisors
New York
$1.89M +$181K +6,956 +11%
CA
239
Corrado Advisors
New Jersey
$1.89M -$103K -3,938 -5%
BFC
240
Blue Fin Capital
Rhode Island
$1.87M -$151K -5,786 -7%
1IA
241
1620 Investment Advisors
Massachusetts
$1.87M +$1.87M +71,650 New
FTS
242
Fifth Third Securities
Ohio
$1.85M -$1.65M -63,434 -47%
RWM
243
Revisor Wealth Management
Ohio
$1.85M +$1.28M +49,242 +226%
CFD
244
Creative Financial Designs
Indiana
$1.85M -$1.06M -40,600 -36%
HKIM
245
Hayek Kallen Investment Management
Alabama
$1.82M -$214K -8,200 -11%
CFA
246
Cahill Financial Advisors
Minnesota
$1.81M -$78.2K -2,998 -4%
KWM
247
Kingsview Wealth Management
Oregon
$1.79M -$2.61K -100 -0.1%
LA
248
LVW Advisors
New York
$1.77M -$153K -5,860 -8%
MPM
249
Meritage Portfolio Management
Kansas
$1.75M -$425K -16,288 -19%
CL
250
Choreo LLC
Illinois
$1.74M -$356K -13,662 -17%
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