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Schwab US TIPS ETF
SCHP

Overview Fund Activity

631 hedge funds and large institutions have $7.4B invested in Schwab US TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-18
Holders Change %
-2.77%
% of All Funds
9.13%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
0.78%
New
53
Increased
244
Reduced
229
Closed
63
Calls
$2.98M
Puts
$70K
Net Calls
+$2.91M
Net Calls Change
-$153K

Top Buyers

1
EW
1
Evoke Wealth
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$535M
3
QCM
3
Quadratic Capital Management
Connecticut
$613M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$951M
5
Cerity Partners
5
Cerity Partners
New York
$210M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
US Bancorp
2
US Bancorp
Minnesota
$45.9M
3
SLI
3
Sumitomo Life Insurance
Japan
$4.01M
4
SFC
4
Strategic Financial Concepts
Texas
$460K
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
226
Mariner
Kansas
$1.95M -$546K -20,372 -22%
AFA
227
American Financial Advisors
Georgia
$1.93M -$129K -4,806 -6%
SIA
228
Soltis Investment Advisors
Utah
$1.9M -$326K -12,140 -15%
WWM
229
Western Wealth Management
Colorado
$1.9M +$1.9M +70,818 New
CA
230
Corrado Advisors
New Jersey
$1.9M -$24.5K -914 -1%
TA
231
TrueWealth Advisors
Alabama
$1.87M +$16.9K +632 +0.9%
FFN
232
Focus Financial Network
Minnesota
$1.85M -$230K -8,562 -11%
JWCA
233
J.W. Cole Advisors
Florida
$1.83M +$67K +2,500 +4%
KWM
234
Kingsview Wealth Management
Oregon
$1.82M -$13.3K -496 -0.7%
LA
235
LVW Advisors
New York
$1.81M – – –
FNC
236
First National Corp
Massachusetts
$1.81M +$177K +6,590 +11%
BBA
237
Braun-Bostich & Associates
Pennsylvania
$1.81M +$149K +5,540 +9%
FBB
238
Fulton Breakefield Broenniman
Maryland
$1.8M -$8.58K -320 -0.5%
AWA
239
Aletheian Wealth Advisors
Washington
$1.78M +$72.6K +2,708 +4%
KC
240
Kades & Cheifetz
Pennsylvania
$1.77M -$217K -8,074 -11%
IA
241
IFP Advisors
Florida
$1.76M +$183K +6,824 +12%
BFC
242
Blue Fin Capital
Rhode Island
$1.75M -$101K -3,754 -5%
CFA
243
Cahill Financial Advisors
Minnesota
$1.74M +$14.4K +536 +0.8%
CAG
244
Csenge Advisory Group
Florida
$1.72M +$933K +70,170 +119%
PFM
245
Phillips Financial Management
Indiana
$1.66M +$722K +26,922 +77%
WI
246
WBI Investments
New Jersey
$1.65M +$90.6K +3,380 +6%
SFA
247
Sequoia Financial Advisors
Ohio
$1.64M -$11.2K -418 -0.7%
MA
248
Mutual Advisors
Nebraska
$1.64M +$795K +60,308 +94%
VST
249
Van Strum & Towne
California
$1.62M +$150K +5,600 +10%
LAIC
250
Lederer & Associates Investment Counsel
California
$1.61M -$21.7K -810 -1%
8 9
10
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