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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 %
AIA
251
Accelerate Investment Advisors
California
$1.59M +$92.9K +3,596 +6%
VST
252
Van Strum & Towne
California
$1.59M +$34.9K +1,350 +2%
SFA
253
Sequoia Financial Advisors
Ohio
$1.59M +$3.9K +151 +0.2%
MA
254
Mutual Advisors
Nebraska
$1.58M -$1.64M -63,362 -51%
LAIC
255
Lederer & Associates Investment Counsel
California
$1.55M – – –
Focus Partners Wealth
256
Focus Partners Wealth
Massachusetts
$1.52M -$21.9K -846 -1%
BCM
257
Beaumont Capital Management
Massachusetts
$1.51M – – –
CFA
258
Cahill Financial Advisors
Minnesota
$1.5M -$170K -6,593 -10%
SWM
259
SeaCrest Wealth Management
New York
$1.5M -$27.7K -1,074 -2%
CL
260
Choreo LLC
Illinois
$1.48M -$507K -19,637 -25%
STA
261
Smith Thornton Advisors
Alabama
$1.47M +$38.1K +1,475 +3%
BIM
262
Breakwater Investment Management
Washington
$1.45M +$8.27K +320 +0.6%
QC
263
Quadrature Capital
United Kingdom
$1.45M +$1.45M +56,046 New
CMMS
264
Comprehensive Money Management Services
Florida
$1.44M +$1.44M +55,752 New
AWA
265
Archvest Wealth Advisors
California
$1.38M +$16.9K +653 +1%
LKBC
266
L.K. Benson & Company
Maryland
$1.36M +$1.36M +52,575 New
WA
267
Waverly Advisors
Alabama
$1.35M -$853K -33,014 -39%
GA
268
Greenspring Advisors
Maryland
$1.34M +$1.34M +51,870 New
OIA
269
OneDigital Investment Advisors
Kansas
$1.32M -$33.9K -1,311 -2%
CNBTD
270
Citizens National Bank Trust Department
Mississippi
$1.32M -$64.9K -2,513 -5%
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
$1.31M +$1.31M +50,859 New
CFD
272
Creative Financial Designs
Indiana
$1.31M -$85.8K -3,322 -6%
LWM
273
LongView Wealth Management
Georgia
$1.3M -$114K -4,408 -8%
SFP
274
Strategic Financial Planning
Texas
$1.3M +$53.7K +2,078 +4%
HCM
275
Hutchinson Capital Management
California
$1.24M -$22.5K -870 -2%
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