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Schwab US TIPS ETF

654 hedge funds and large institutions have $8.08B invested in Schwab US TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 246 increasing their positions, 245 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,185% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $140K

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

13% more funds holding in top 10

Funds holding in top 10: 5259 (+7)

9.44% more ownership

Funds ownership: 136.09%145.52% (+9.4%)

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$467M)

1% more funds holding

Funds holding: 646654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 245

Holders
654
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
9.45%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
0.85%
New
84
Increased
246
Reduced
245
Closed
64
Calls
$3.2M
Puts
$140K
Net Calls
+$3.06M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
226
Passive Capital Management
Maryland
$1.99M -$75.5K -2,922 -4%
AWM
227
AE Wealth Management
Kansas
$1.98M -$632K -24,436 -24%
VWA
228
Visionary Wealth Advisors
Illinois
$1.97M -$465 -18 -0%
USCWA
229
U.S. Capital Wealth Advisors
Texas
$1.93M -$4.65K -180 -0.2%
KC
230
Kades & Cheifetz
Pennsylvania
$1.92M +$1.97K +76 +0.1%
1IA
231
1620 Investment Advisors
Massachusetts
$1.9M +$34.1K +1,318 +2%
KOC
232
Koss-Olinger Consulting
Florida
$1.9M +$1.89M +72,920 New
CA
233
Corrado Advisors
New Jersey
$1.86M -$23.1K -894 -1%
IWM
234
IHT Wealth Management
Illinois
$1.86M -$576K -22,298 -24%
TA
235
TrueWealth Advisors
Alabama
$1.8M -$229K -8,862 -11%
BFC
236
Blue Fin Capital
Rhode Island
$1.79M -$77.4K -2,994 -4%
KWM
237
Kingsview Wealth Management
Oregon
$1.78M -$13.3K -516 -0.8%
PS
238
Principal Securities
Iowa
$1.77M -$154K -5,968 -8%
W
239
WealthCollab
Washington
$1.76M +$145K +5,622 +9%
LA
240
LVW Advisors
New York
$1.76M -$5.74K -222 -0.3%
FBB
241
Fulton Breakefield Broenniman
Maryland
$1.76M -$210K -8,120 -11%
CPW
242
Catalyst Private Wealth
California
$1.74M -$555K -21,478 -24%
CFD
243
Creative Financial Designs
Indiana
$1.73M -$115K -4,450 -6%
JWCA
244
J.W. Cole Advisors
Florida
$1.71M -$1.36M -52,548 -44%
MA
245
Mutual Advisors
Nebraska
$1.68M -$60.7K -2,346 -4%
MWM
246
Maltin Wealth Management
New Jersey
$1.68M +$110K +4,254 +7%
CFA
247
Cahill Financial Advisors
Minnesota
$1.67M -$131K -5,062 -7%
AFG
248
Atomi Financial Group
New York
$1.66M -$3.61M -139,762 -69%
AWA
249
Aletheian Wealth Advisors
Washington
$1.65M +$33.1K +1,280 +2%
FTS
250
Fifth Third Securities
Ohio
$1.65M -$198K -7,676 -11%

SCHP Hedge Fund Activity: Q2 2024 in Review

654 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US TIPS ETF (SCHP) for Q2 2024, worth a combined $8.08B — up 6.1% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SCHP positions and 64 closed out — a net gain of 20 holders — while 246 added to existing stakes and 245 trimmed.

The largest buyer was Charles Schwab, adding an estimated $948M. The largest seller was Evoke Wealth, cutting an estimated $137M.

  • 654 institutional investors held Schwab US TIPS ETF (SCHP) as of Q2 2024, up from 646 in Q1 2024.
  • Funds reported $8.08B of Schwab US TIPS ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 84 funds opened new Schwab US TIPS ETF positions in Q2 2024 and 64 closed out, a net change of +20 holders.
  • The largest Schwab US TIPS ETF buyer in Q2 2024 was Charles Schwab, an estimated $948M added.
  • The largest Schwab US TIPS ETF seller in Q2 2024 was Evoke Wealth, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.