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Schwab US TIPS ETF
SCHP

Overview Fund Activity

649 hedge funds and large institutions have $8.06B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 243 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.44%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
0.84%
New
83
Increased
243
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.09B
2
LNC
Lincoln National Corp
Pennsylvania
$213M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$443M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$878M
5
GP
Greenline Partners
New York
$45.3M

Top Sellers

1
EW
Evoke Wealth
California
$416K
2
QCM
Quadratic Capital Management
Connecticut
$527M
3
Goldman Sachs
Goldman Sachs
New York
$135M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$11.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
AE Wealth Management
Kansas
$1.98M -$635K -24,436 -24%
VWA
227
Visionary Wealth Advisors
Illinois
$1.97M -$468 -18 -0%
USCWA
228
U.S. Capital Wealth Advisors
Texas
$1.93M -$4.68K -180 -0.2%
KC
229
Kades & Cheifetz
Pennsylvania
$1.92M +$1.98K +76 +0.1%
1IA
230
1620 Investment Advisors
Massachusetts
$1.9M +$34.3K +1,318 +2%
KOC
231
Koss-Olinger Consulting
Florida
$1.9M +$1.9M +72,920 New
CA
232
Corrado Advisors
New Jersey
$1.86M -$23.2K -894 -1%
IWM
233
IHT Wealth Management
Illinois
$1.86M -$580K -22,298 -24%
TA
234
TrueWealth Advisors
Alabama
$1.8M -$230K -8,862 -11%
BFC
235
Blue Fin Capital
Rhode Island
$1.79M -$77.9K -2,994 -4%
KWM
236
Kingsview Wealth Management
Oregon
$1.78M -$13.4K -516 -0.8%
PS
237
Principal Securities
Iowa
$1.77M -$155K -5,968 -8%
W
238
WealthCollab
Washington
$1.76M +$146K +5,622 +9%
LA
239
LVW Advisors
New York
$1.76M -$5.77K -222 -0.3%
FBB
240
Fulton Breakefield Broenniman
Maryland
$1.76M -$211K -8,120 -11%
CPW
241
Catalyst Private Wealth
California
$1.74M -$559K -21,478 -24%
CFD
242
Creative Financial Designs
Indiana
$1.73M -$116K -4,450 -6%
JWCA
243
J.W. Cole Advisors
Florida
$1.71M -$1.37M -52,548 -44%
MA
244
Mutual Advisors
Nebraska
$1.68M -$61.4K -2,346 -4%
MWM
245
Maltin Wealth Management
New Jersey
$1.68M +$111K +4,254 +7%
CFA
246
Cahill Financial Advisors
Minnesota
$1.67M -$132K -5,062 -7%
AFG
247
Atomi Financial Group
New York
$1.66M -$3.63M -139,762 -69%
AWA
248
Aletheian Wealth Advisors
Washington
$1.65M +$33.3K +1,280 +2%
FTS
249
Fifth Third Securities
Ohio
$1.65M -$200K -7,676 -11%
SW
250
SVB Wealth
Massachusetts
$1.63M -$3.42M -131,648 -68%
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