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Schwab US TIPS ETF
SCHP

Overview Fund Activity

653 hedge funds and large institutions have $8.1B invested in Schwab US TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 248 increasing their positions, 227 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+22
Holders Change %
+3.49%
% of All Funds
8.69%
Holding in Top 10
57
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.56%
% of All Funds
0.76%
New
103
Increased
248
Reduced
227
Closed
72
Calls
$2.72M
Puts
–
Net Calls
+$2.72M
Net Calls Change
-$191K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$511M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$402M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$73.1M
4
NL
NEPC LLC
Massachusetts
+$43.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$481M
2
QCM
Quadratic Capital Management
Connecticut
-$223M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$64.7M
4
Goldman Sachs
Goldman Sachs
New York
-$54.8M
5
SAM
Simplify Asset Management
Nevada
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
226
Visionary Wealth Advisors
Illinois
$1.97M -$14.2K -551 -0.7%
RF
227
RHS Financial
California
$1.94M +$1.21M +46,793 +165%
MWM
228
Maltin Wealth Management
New Jersey
$1.93M +$46.3K +1,794 +2%
PCM
229
Passive Capital Management
Maryland
$1.92M -$75.2K -2,911 -4%
EF
230
Empowered Funds
Pennsylvania
$1.91M -$5.15M -199,563 -73%
KOC
231
Koss-Olinger Consulting
Florida
$1.91M -$131K -5,091 -6%
CAL
232
Capital Analysts LLC
Pennsylvania
$1.9M +$820K +31,749 +76%
HCM
233
Hengehold Capital Management
Ohio
$1.89M +$344K +13,322 +22%
SIA
234
Soltis Investment Advisors
Utah
$1.89M +$57K +2,206 +3%
CAG
235
Csenge Advisory Group
Florida
$1.87M -$1.46M -56,653 -44%
JWCA
236
J.W. Cole Advisors
Florida
$1.87M +$99.8K +3,864 +6%
AFG
237
Arkansas Financial Group
Arkansas
$1.85M -$168K -6,493 -8%
WI
238
WBI Investments
New Jersey
$1.76M +$179K +6,917 +11%
AWA
239
Aletheian Wealth Advisors
Washington
$1.74M +$30K +1,160 +2%
TA
240
TrueWealth Advisors
Alabama
$1.74M -$65.3K -2,527 -4%
Mariner
241
Mariner
Kansas
$1.74M -$137K -5,315 -7%
FNC
242
First National Corp
Massachusetts
$1.73M -$7.1K -275 -0.4%
KWM
243
Kingsview Wealth Management
Oregon
$1.73M -$16K -618 -0.9%
FBB
244
Fulton Breakefield Broenniman
Maryland
$1.7M -$31.6K -1,224 -2%
CA
245
Corrado Advisors
New Jersey
$1.68M -$144K -5,559 -8%
IWM
246
IHT Wealth Management
Illinois
$1.68M -$1.76M -68,086 -51%
FFP
247
Freedom Financial Partners
Minnesota
$1.66M +$1.66M +64,335 New
AFA
248
American Financial Advisors
Georgia
$1.65M -$207K -8,004 -11%
BBA
249
Braun-Bostich & Associates
Pennsylvania
$1.63M -$107K -4,125 -6%
BFC
250
Blue Fin Capital
Rhode Island
$1.59M -$87K -3,370 -5%
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