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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
$831M
2
EW
Evoke Wealth
California
$138M
3
NL
NEPC LLC
Massachusetts
$135M
4
JRP
Jasper Ridge Partners
California
$174M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$31.2M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$165M
2
Franklin Resources
Franklin Resources
California
$11M
3
QCM
Quadratic Capital Management
Connecticut
$640M
4
Goldman Sachs
Goldman Sachs
New York
$215M
5
Morgan Stanley
Morgan Stanley
New York
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
251
Mutual Advisors
Nebraska
$1.73M +$69.7K +2,672 +4%
AC
252
Abbrea Capital
California
$1.69M +$41K +1,570 +2%
LAIC
253
Lederer & Associates Investment Counsel
California
$1.69M -$21.8K -838 -1%
NA
254
NewEdge Advisors
Louisiana
$1.66M -$541K -20,750 -25%
AWA
255
Aletheian Wealth Advisors
Washington
$1.63M +$123K +4,710 +8%
SFA
256
Sequoia Financial Advisors
Ohio
$1.63M -$15.2K -582 -0.9%
W
257
WealthCollab
Washington
$1.62M +$386K +14,802 +31%
HCM
258
Hengehold Capital Management
Ohio
$1.61M +$51K +1,956 +3%
LWM
259
LongView Wealth Management
Georgia
$1.6M -$534K -20,468 -25%
CNBTD
260
Citizens National Bank Trust Department
Mississippi
$1.6M -$569K -21,822 -26%
MWM
261
Maltin Wealth Management
New Jersey
$1.57M +$411K +15,764 +35%
SWM
262
SeaCrest Wealth Management
New York
$1.55M -$193K -7,418 -11%
AIM
263
Anchor Investment Management
South Carolina
$1.55M -$293K -11,230 -16%
IA
264
IFP Advisors
Florida
$1.51M -$14K -538 -0.9%
DG
265
DMC Group
Alabama
$1.51M -$62.9K -2,410 -4%
BIM
266
Breakwater Investment Management
Washington
$1.51M +$1.51M +57,772 New
MCM
267
Mengis Capital Management
Oregon
$1.47M -$7.36K -282 -0.5%
FNC
268
First National Corp
Massachusetts
$1.47M -$21.1K -810 -1%
CAG
269
Csenge Advisory Group
Florida
$1.46M +$178K +6,828 +14%
BCM
270
Beaumont Capital Management
Massachusetts
$1.45M -$11.3K -434 -0.8%
VST
271
Van Strum & Towne
California
$1.43M -$83.5K -3,200 -6%
NA
272
Nottingham Advisors
New York
$1.4M -$11.2M -535,640 -89%
SA
273
SRH Advisors
Kansas
$1.35M -$10.4K -400 -0.8%
FF
274
Friedenthal Financial
New Jersey
$1.35M +$3.5K +134 +0.3%
HCM
275
Hutchinson Capital Management
California
$1.3M – – –
9 10
11
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