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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 %
HCM
251
Hengehold Capital Management
Ohio
$1.61M -$28.3K -1,056 -2%
Focus Partners Wealth
252
Focus Partners Wealth
Massachusetts
$1.6M +$323K +12,038 +25%
SWM
253
SeaCrest Wealth Management
New York
$1.58M +$7.24K +270 +0.5%
BCM
254
Beaumont Capital Management
Massachusetts
$1.57M – – –
JPLA
255
Joseph P. Lucia & Associates
New York
$1.56M -$552K -20,586 -26%
AIA
256
Accelerate Investment Advisors
California
$1.56M +$1.56M +58,050 New
BIM
257
Breakwater Investment Management
Washington
$1.5M -$15.4K -576 -1%
STA
258
Smith Thornton Advisors
Alabama
$1.49M -$14.2K -530 -0.9%
LWM
259
LongView Wealth Management
Georgia
$1.47M -$76.5K -2,854 -5%
CFD
260
Creative Financial Designs
Indiana
$1.45M -$331K -12,356 -19%
CNBTD
261
Citizens National Bank Trust Department
Mississippi
$1.44M -$122K -4,556 -8%
MPM
262
Meritage Portfolio Management
Kansas
$1.44M -$220K -8,198 -13%
AWA
263
Archvest Wealth Advisors
California
$1.41M +$128K +4,758 +10%
OIA
264
OneDigital Investment Advisors
Kansas
$1.41M +$671K +25,012 +91%
HKIM
265
Hayek Kallen Investment Management
Alabama
$1.39M -$154K -5,740 -10%
MCM
266
Mengis Capital Management
Oregon
$1.33M -$153K -5,708 -10%
HCM
267
Hutchinson Capital Management
California
$1.31M -$25.5K -950 -2%
AIM
268
Anchor Investment Management
South Carolina
$1.3M -$100K -3,734 -7%
SFP
269
Strategic Financial Planning
Texas
$1.29M +$91.8K +3,422 +8%
FF
270
Friedenthal Financial
New Jersey
$1.24M -$229K -8,536 -16%
DAS
271
Dynamic Advisor Solutions
Arizona
$1.19M -$1.45K -54 -0.1%
FTS
272
Fifth Third Securities
Ohio
$1.19M -$510K -19,020 -30%
PIMG
273
Patriot Investment Management Group
Tennessee
$1.16M +$1.29K +48 +0.1%
SA
274
SRH Advisors
Kansas
$1.16M -$119K -4,454 -9%
AFG
275
Atomi Financial Group
New York
$1.14M -$569K -21,230 -33%
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